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From the Source with Frankie & Sarah

With so much information out there – online or from your peers – tax planning can be overwhelming. Tune into Baker Tilly Canada’s new monthly podcast to get your information From the Source with Frankie and Sarah

This podcast is about helping business owners and entrepreneurs understand and overcome their tax planning challenges. Join us for this journey as Frankie Loreto and Sarah Netley draw from years of expertise and guest experts to help make complex tax planning concepts make sense.

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February 5, 2025 by Sarah Netley, Francesca Loreto

Episode 20 – Understanding Ownership Trusts

Could the introduction of employee ownership trusts in Canada transform your business exit strategy? Episode 20 – Understanding Ownership Trusts Frankie and Sarah delve into Canada's new rules around employee ownership trusts, an intriguing option for business succession introduced in the 2023 federal budget. Their discussion highlights how this new...