Navigating the stormy seas of tax changes following the 2024 federal budget announcement can be confusing. We’re here to tell you what you need to know From the Source. In this episode, Frankie and Sarah discuss the recent federal budget with S

Navigating Transfer Pricing With Dean Morris (Ep. 13)

Apr 11th, 2024 29m 20s

Today on From The Source, Frankie and Sarah discuss the complexities of transfer pricing with Senior Tax Manager, Dean Morris, MBA, delving into the crucial role of transfer pricing in multinational businesses. They explore the importance of un

Protecting Your Estate From Litigation With Amelia Yiu (Ep. 12)

Mar 14th, 2024 28m 9s

While no one wants their will to be contested, estate litigation plays a crucial role in resolving disputes and ensuring the fair distribution of a deceased person’s assets. Today on From The Source with Frankie and Sarah, they’re joined by Ame

The Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)

Feb 8th, 2024 30m 59s

The idea of death and creating a will isn’t fun for anyone. However, it is one of the most important documents you will ever create. Joined by Denise Branton, lawyer and owner of Branton Law Professional Corporation, Frankie and Sarah delve int

Leaving a Legacy Through Charitable Giving Part 2 (Ep. 10)

Jan 11th, 2024 30m 7s

Last time on From The Source with Frankie and Sarah, they spoke about estate planning focusing on charitable giving through your Will, featuring Frank Cerisano. Today, Frankie and Sarah discuss the tax implications of charitable gifts, particu

Leaving a Legacy Through Charitable Giving with Frank Cerisano (Ep. 9)

Dec 14th, 2023 28m 27s

It’s the holiday season, a season of giving, so we’re jumping back into our conversation about estate planning with today’s focus on charitable giving through your Will. In this episode, Frankie and Sarah speak with Frank Cerisano, CEO of the B

Creditor Proofing Your Business (Ep. 8)

Nov 9th, 2023 20m 41s

As a business owner, it’s important to have a strategy in place to protect your assets from potential creditors. There are a number of instances that can arise that put your business assets at risk, the most common being a lawsuit. Get the inf

Estate Distribution and Probate Planning: What You Need to Know (Ep. 7)

Sep 18th, 2023 32m 48s

How can you ensure your beneficiaries are getting what you expect them to? Frankie and Sarah discuss various aspects of probate and estate planning in this episode of From the Source. Listen as they explain probate fees, exemptions, and assets

Why You Should Plan For Your Estate Taxes (Ep. 6)

Sep 18th, 2023 28m 30s

Planning for the future goes beyond your lifetime. Estate planning isn’t just about passing on assets; it’s also about ensuring a smooth transition for your loved ones. A little bit of tax planning with your estate plan can make things easier f

Owner-Managed Businesses Part 4: The Canadian Capital Gains Exemption (Ep. 5)

Jul 10th, 2023 32m 15s

This episode concludes our miniseries for owner‑managed businesses, so if you haven’t heard parts 1‑3, we recommend you check those out! To round out the miniseries, Frankie and Sarah break down the specific criteria under the Income Tax Act (I

Owner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)

Jun 12th, 2023 28m 1s

Maximizing your business valuation doesn’t have to be a mystery. In this episode, Frankie and Sarah delve into the topic of business valuations with Scott Sonley, CPA, CA, CBV, CFF, CFDS, partner at Baker Tilly KDN. They explore the asset and i

Owner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)

May 1st, 2023 27m 54s

It seems weird to plan an exit strategy for a business you just started, but planning your exit can give you peace of mind and save you time and money when the time comes to leave. In this episode, Frankie and Sarah continue the owner-managed b

Owner-Managed Businesses Part 1: How To Pay Yourself (Ep. 2)

May 1st, 2023 27m 45s

Welcome to part one of a four-part miniseries where Frankie and Sarah will focus and highlight key areas of interest for business owners, like, operation liabilities, exit strategies, and family succession. In this episode, Frankie and Sarah ta

Get To Know Frankie And Sarah (Ep. 1)

May 1st, 2023 29m 6s

Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN, where we aim to help business owners and entrepreneurs understand and overcome their tax planning challenges. In this inaugural episode, Frankie and Sarah introduce themsel

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