Baker Tilly Canada | Insights

Insights

Episode 18 – Your Guide to SR&ED Credits

What if your business could tap into a treasure trove of financial incentives?

Sarah Netley Francesca Loreto Nov 27, 2024

Podcast Business advisory services

Episode 17 – Why your business might need a family trust

Ready to unlock the potential of your business structure? Family trusts are a powerful tool that can offer substantial flexibility and tax benefits for businesses.

Sarah Netley Francesca Loreto Nov 1, 2024

Episode 16 – Understanding corporate structures for business owners

Do you want to better understand your corporate structure and whether it is actually helping you achieve your objectives?

Sarah Netley Francesca Loreto Oct 4, 2024

Episode 15 – Navigating HST and real estate with Cathie Brogan

Curious about HST in real estate? Join Frankie, Sarah, and tax expert Cathie Brogan as they explore its impact on property deals.

Francesca Loreto Sarah Netley Cathie Brogan Jul 9, 2024

Episode 14 – Decoding the federal budget: what small business owners can't afford to miss

Navigating the stormy seas of tax changes following the 2024 federal budget announcement can be confusing. We’re here to tell you what you need to know, From the Source.

Francesca Loreto Sarah Netley Apr 29, 2024

Episode 13 – Navigating transfer pricing strategies

Are you a business owner navigating cross‑border transactions and wondering about transfer pricing risks and documentation?

Sarah Netley Francesca Loreto Dean Morris Apr 12, 2024

Episode 12 – Protecting your estate from litigation

Estate litigation ensures fair asset distribution, but how can you prevent your will from being contested? Here's how to avoid disputes.

Francesca Loreto Sarah Netley Mar 15, 2024

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.

Francesca Loreto Sarah Netley Feb 9, 2024

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.

Francesca Loreto Sarah Netley Jan 12, 2024

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.

Sarah Netley Francesca Loreto Dec 15, 2023

Episode 8 - Creditor-proofing your business

As a business owner, it’s vital to have a strategy to protect assets from creditors, especially in the event of a lawsuit.

Sarah Netley Francesca Loreto Nov 9, 2023

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