Baker Tilly Canada | Insights

Insights

Episode 24 – Snowbird Taxes: What Canadians Need to Know About U.S. Ties

In this episode of From the Source, Frankie Loreto and Sarah Netley are joined by cross-border tax expert Kevin Tippett to discuss important tax considerations for Canadians with ties to the U.S.

Francesca Loreto Sarah Netley Apr 15, 2025

Two female podcast hosts in suits, smiling.

Episode 23 – Understanding US Tax Obligations

In this episode of From the Source, Frankie and Sarah sit down with US tax expert Kevin Tippett, a tax partner at Baker Tilly’s Ottawa office, to break down the complexities of cross-border taxation.

Francesca Loreto Sarah Netley Mar 25, 2025

Two female podcast hosts in suits, smiling.

Episode 22 – Preparing for New Tax Challenges in 2025

In this episode of From the Source, Frankie and Sarah break down key considerations for filing trust returns and Canada’s evolving tax landscape.

Francesca Loreto Sarah Netley Mar 11, 2025

Two female podcast hosts in suits, smiling.

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Episode 3 - Opportunity Rocks with Rocky Bhatia

Host Rocky Bhatia and guest Sean Grant‑Young explore Canadian tax changes, U.S. political shifts, and cross-border challenges.

Rocky Bhatia Mar 5, 2025

Podcast International

Episode 21 – Navigating tariffs with Sean Grant-Young & Dean Morris

Frankie and Sarah discuss tariffs with experts Sean and Dean, covering impacts, strategies, retaliatory measures, and business responses.

Francesca Loreto Sarah Netley Feb 25, 2025

Two female podcast hosts in suits, smiling.

Podcast Advisory

Episode 20 – Understanding Ownership Trusts

Frankie and Sarah explore Canada's new employee ownership trusts, their role in succession, key conditions, benefits, and challenges.

Francesca Loreto Sarah Netley Feb 5, 2025

Two female podcast hosts in suits, smiling.

Episode 2 - Opportunity Rocks with Rocky Bhatia

A specialist in U.S. taxation, host Rocky Bhatia is joined by Cezar Ragaas ⁠–⁠ a partner in our Vancouver office ⁠–⁠ for an episode exploring U.S. tax law.

Rocky Bhatia Jan 29, 2025

Episode 19 – Prorogued Parliament and the Impact on Tax Laws with John Oakey

Are you ready to explore the complex but crucial world of tax legislation and its implications for your business?

Sarah Netley Francesca Loreto Jan 20, 2025

Two female podcast hosts in suits, smiling.

Episode 1 - Opportunity Rocks with Rocky Bhatia

Welcome to Opportunity Rocks! Host Rocky Bhatia brings his no-nonsense approach to key business issues, offering insights, fresh perspectives, and trusted guidance for Canadian entrepreneurs.

Rocky Bhatia Dec 2, 2024

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

Two female podcast hosts in suits, smiling.

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

Two female podcast hosts in suits, smiling.

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