From the Source
Welcome to From the Source where we aim to help business owners and entrepreneurs understand and overcome their tax planning challenges.
Frankie and Sarah are two passionate tax professionals who bring expertise and personality to every episode. Together, they launched From the Source on May 8, 2023, creating a space where complex tax topics become clear and approachable. Each episode dives into practical insights, real-world strategies, and conversations that help you navigate the ever-changing world of tax and estate planning.
Meet Frankie and Sarah
Our latest episodes
Podcast
Cross-border personal
Succession and estate planning
Sarah Netley
Francesca Loreto
Oct 15, 2025
Podcast
Audit and accounting
Francesca Loreto
Sarah Netley
Sep 16, 2025
Our episodes
Episode 1 - Get to know Frankie and Sarah
Episode 2 - Owner-managed businesses Part 1
Episode 3 - Owner-managed businesses Part 2
Episode 4 - How to maximize your business valuation with Scott Sonley
Episode 5 – Owner-managed businesses Part 4
Episodes 6 & 7 – Estate taxes and probate planning
Episode 8 - Creditor-proofing your business
Episode 9 – Leaving a legacy through charitable giving Part 1
Episode 10 – Leaving a legacy through charitable giving Part 2
Episode 11 - The fundamentals of wills and estate planning
Episode 12 – Protecting your estate from litigation
Episode 13 – Navigating transfer pricing strategies
Episode 14 – Decoding the federal budget: what small business owners can't afford to miss
Episode 15 – Navigating HST and real estate with Cathie Brogan
Episode 16 – Understanding corporate structures for business owners
Episode 17 – Why your business might need a family trust
Episode 18 – Your Guide to SR&ED Credits
Episode 19 – Prorogued Parliament and the Impact on Tax Laws with John Oakey
Episode 20 – Understanding Ownership Trusts
Episode 21 – Navigating tariffs with Sean Grant-Young & Dean Morris
Episode 22 – Preparing for new tax challenges in 2025
Episode 23 – Understanding US Tax Obligations
Episode 24 – Snowbird taxes: What Canadians need to know about U.S. ties
Episode 25 – Cybersecurity for business owners
Episode 26 – Harness data analytics for business success with Brenda Scott
Episode 27 – Building stronger connections and fostering leadership with Terri Holowath
Episode 28 – Selling your home in Canada? Don’t get burned by the new CRA rules
Episode 29 - Expanding internationally: Insights for Canadian businesses
Episode 30 – What non-residents need to know before selling Canadian property
Episode 31 – Non-resident beneficiaries? Here’s where estate taxes get complicated
Episode 32 – Inside the 2025 Federal Budget