Baker Tilly Canada | Insights

Insights

Podcast Business advisory services Tax advisory

Episode 41 – How life insurance fits into tax and estate planning for business owners

This episode of From the Source explores how life insurance can support tax, estate, and succession planning, including providing liquidity, funding tax liabilities, preserving wealth, and facilitating the transfer of assets between generations.

Sarah Netley Francesca Loreto Oct 2, 2026

Two female podcast hosts in suits, smiling.

Podcast Business advisory services Tax advisory

Episode 40 – Tax update: What the latest draft legislation means for Canadians

This episode of From the Source breaks down the latest draft tax legislation, including proposed changes to the Disability Tax Credit, transfer pricing relief, and a new Red Seal tradesperson bonus.

Sarah Netley Francesca Loreto Aug 26, 2026

Two female podcast hosts in suits, smiling.

Podcast Business advisory services Tax advisory

Episode 39 – Immediate expensing and tax changes for manufacturers with Rebecca Adrian

Proposed Canadian tax changes under Bill C-31 could create valuable opportunities for manufacturers. Rebecca Adrian joins From the Source to break down the immediate expensing incentive, dividend refund rules, and what to know before making a major investment.

Sarah Netley Francesca Loreto Jul 16, 2026

Two female podcast hosts in suits, smiling.

Podcast Business advisory services Tax advisory

Episode 38 – Spring Economic Update 2026

In this episode, Rebecca Adrian joins the From the Source team to break down the Spring Economic Update 2026, covering the tax changes and affordability measures that matter most for business owners and taxpayers.

Sarah Netley Francesca Loreto May 7, 2026

Two female podcast hosts in suits, smiling.

Episode 10 - Opportunity Rocks with Rocky Bhatia

Rocky Bhatia sits down with Ethan Astaneh of Nicola Wealth to explore tax strategies for Canadian business owners, including Individual Pension Plans and flow-through shares.

Podcast Business advisory services Agribusiness

Episode 37 – What qualifies as a farm for tax purposes?

The definition of a “farm” isn’t as simple as it seems, and the tax implications are bigger than you think.

Sarah Netley Francesca Loreto Apr 14, 2026

Two female podcast hosts in suits, smiling.

Care that creates change: Jennifer Muckler’s Pyjama Patrol

Jennifer Muckler shares how Pyjama Patrol grew from a simple idea into a national community movement.

90 PEOPLE

Sarah Netley et Francesca Loreto de Baker Tilly invitées du balado LumiQ

Sarah Netley et Frankie Loreto de Baker Tilly ont récemment participé au balado LumiQ pour partager des perspectives sur les principaux développements qui façonnent la prochaine saison des déclarations fiscales.

Francesca Loreto Sarah Netley Mar 10, 2026

Two female podcast hosts in suits, smiling.

Podcast Business advisory services Tax advisory Succession and estate planning Agribusiness

Episode 36 - Farm transfers under the Income Tax Act: Planning for the next generation

Farm succession isn’t just about who takes over, it’s about how to transfer the farm without triggering a costly tax bill.

Francesca Loreto Sarah Netley Mar 3, 2026

Two female podcast hosts in suits, smiling.

Episode 9 - Opportunity Rocks with Rocky Bhatia

Rocky Bhatia is joined by five Baker Tilly co-op students for an insightful conversation about new generations.

Podcast Business advisory services Succession and estate planning

Episode 35 - Beyond trust: Protecting your business with a shareholder agreement

Why trust alone isn’t enough to protect a business, and how a well-structured shareholder agreement can prevent conflict, clarify decision-making, and safeguard the future.

Francesca Loreto Sarah Netley Feb 17, 2026

Two female podcast hosts in suits, smiling.

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