April 12, 2024 by Sarah Netley, Francesca Loreto
Episode 13 – Navigating Transfer Pricing Strategies
Are you a business owner navigating cross‑border transactions and wondering about transfer pricing risks and documentation?
Blog
Blog
March 15, 2024 by Sarah Netley, Francesca Loreto
Episode 12 – Protecting Your Estate from Litigation
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. So, how can you avoid it?
February 9, 2024 by Sarah Netley, Francesca Loreto
Episode 11: The Fundamentals of Wills and Estate Planning
Creating a will is a topic most of us would rather ignore, but this is one of the most important steps you will ever take. With that in mind, we’re sharing some essential perspective.
January 12, 2024 by Sarah Netley, Francesca Loreto
Episode 10 – Leaving a Legacy Through Charitable Giving Part 2
In the new episode of From the Source, Frankie and Sarah continue exploring the tax implications of charitable giving, comparing gifts made during your lifetime with those outlined in your will.
December 15, 2023 by Sarah Netley, Francesca Loreto
Episode 9 – Leaving a Legacy Through Charitable Giving Part 1
It’s the holiday season, a time of giving, so we’re jumping back into our conversation about estate planning with today’s focus on charitable giving.
November 9, 2023 by Sarah Netley, Francesca Loreto
Episode 8 - Creditor-Proofing Your Business
As a business owner, it’s important to have a strategy in place to protect your assets from potential creditors. Several instances can arise that put your business assets at risk – the most common being a lawsuit.
September 18, 2023 by Sarah Netley, Francesca Loreto
Episodes 6 & 7 – Estate Taxes and Probate Planning
While thinking about what happens when you pass away can be an emotional and challenging exercise, putting a plan in place can give you peace of mind by knowing that your estate plan will meet the goals that are important to you and your loved ones. This two‑part podcast will help you better understand why planning ahead is important and how to get started.
July 19, 2023 by Sarah Netley, Francesca Loreto
Episode 5 – Owner-Managed Businesses Part 4: The Canadian Capital Gains Exemption
This episode concludes our miniseries for owner‑managed businesses, so if you haven’t heard parts 1‑3, we recommend you check those out!
June 12, 2023 by Sarah Netley, Francesca Loreto
Episode 4 - How to Maximize Your Business Valuation with Scott Sonley
Maximizing your business valuation doesn’t have to be a mystery.
May 8, 2023 by Sarah Netley, Francesca Loreto
Episode 3 - Owner-Managed Businesses Part 2: Creating Your Exit Plan
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.
May 8, 2023 by Sarah Netley, Francesca Loreto
Episode 2 - Owner-Managed Businesses Part 1: How to Pay Yourself
Welcome to part one of a four‑part miniseries where Frankie and Sarah will focus and highlight key areas of interest for owner‑managed businesses.
May 8, 2023 by Sarah Netley, Francesca Loreto
Episode 1 - Get to Know Frankie and Sarah
In this inaugural episode, Frankie and Sarah introduce themselves, and share a little bit about Baker Tilly.