Baker Tilly Canada | Insights

Insights

Podcast Wealth Tax Medical professionals

Episode 34 - How physicians can build wealth through smart tax structures

From residency to retirement, smart tax planning can be the difference between financial stress and long-term stability.

Sarah Netley Francesca Loreto Jan 22, 2026

Two female podcast hosts in suits, smiling.

Podcast Insurance

Episode 8 - Opportunity Rocks with Rocky Bhatia

Rocky Bhatia is joined by Jatinder Bassi, President of Echelon Insurance, for an illuminating conversation about pursuing your ambitions.

Podcast Cross-border personal U.S. corporate tax

Episode 33 - What Canadian businesses get wrong when expanding to the U.S.

Thinking about expanding into the U.S.? Here’s what Canadian business owners need to know before the tax traps catch them.

Francesca Loreto Sarah Netley David Downie Dec 9, 2025

Two female podcast hosts in suits, smiling.

Episode 32 – Inside the 2025 Federal Budget

Even a quiet budget year comes with big implications. Frankie and Sarah sit down with tax partner Rosa Maria Iuliano to unpack what the 2025 federal budget really means for Canadians.

Sarah Netley Francesca Loreto Nov 11, 2025

Two female podcast hosts in suits, smiling.

Podcast Corporate finance Private enterprise Succession and estate planning

Episode 7- Opportunity Rocks with Rocky Bhatia

Rocky Bhatia is joined by Howard Ma, Director at Baker Tilly Canada Capital, to discuss the complex world of mergers and acquisitions.

Howard Ma Oct 16, 2025

Podcast Cross-border personal Succession and estate planning

Episode 31 – Non-resident beneficiaries? Here’s where estate taxes get complicated

Explore what happens when non-residents are part of an estate — from key CRA forms and tax treaties to common pitfalls to avoid.

Sarah Netley Francesca Loreto Oct 15, 2025

Two female podcast hosts in suits, smiling.

Podcast Audit and accounting

Episode 30 – What non-residents need to know before selling Canadian property

In this episode of From the Source, Frankie and Sarah dive into the tax consequences non-residents face, many of which come as an unexpected surprise. From clearance certificates to withholding requirements, they walk through the rules and highlight the most common mistakes that can lead to costly penalties.

Francesca Loreto Sarah Netley Sep 16, 2025

Two female podcast hosts in suits, smiling.

Podcast Audit and accounting

Episode 29 - Expanding internationally: Insights for Canadian businesses

In this episode of From the Source, hosts Frankie Loreto and Sarah Netley sit down with Ben Lloyd, CEO of Baker Tilly Canada, to explore what Canadian businesses need to know to seize cross-border opportunities.

Francesca Loreto Sarah Netley Aug 27, 2025

Two female podcast hosts in suits, smiling.

Podcast Audit and accounting

Episode 28 – Selling your home in Canada? Don’t get burned by the new CRA rules

Thinking of selling your home? Learn how the CRA’s flipped property rules could trigger unexpected taxes and what really counts as a principal residence.

Francesca Loreto Sarah Netley Aug 19, 2025

Two female podcast hosts in suits, smiling.

Podcast Cross-border personal

Episode 6 - Opportunity Rocks with Rocky Bhatia

Rocky Bhatia welcomes Baker Tilly tax experts John Demetri and Cathy Wong to demystify the complex world of cross-border taxation for Canadians with U.S. connections.

Podcast Audit and accounting

Episode 27 – Building stronger connections and fostering leadership with Terri Holowath

How does someone stay with the same firm for over 30 years and still bring fresh ideas to the table? In this episode, Frankie and Sarah chat with Terri Holowath, Chair of Baker Tilly Canada.

Francesca Loreto Sarah Netley Terri Holowath Jul 15, 2025

Two female podcast hosts in suits, smiling.

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