Baker Tilly Canada | Insights

Insights

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

Two female podcast hosts in suits, smiling.

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

Two female podcast hosts in suits, smiling.

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

Two female podcast hosts in suits, smiling.

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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

Two female podcast hosts in suits, smiling.

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

Two female podcast hosts in suits, smiling.

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

Two female podcast hosts in suits, smiling.

Episodes 6 & 7 – Estate taxes and probate planning

While planning for after death can be an emotional and challenging exercise, creating an estate plan provides peace of mind for you and your loved ones. This two-part podcast offers guidance on getting started.

Sarah Netley Francesca Loreto Sep 18, 2023

Two female podcast hosts in suits, smiling.

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!

Francesca Loreto Sarah Netley Jul 19, 2023

Two female podcast hosts in suits, smiling.

Episode 4 - How to maximize your business valuation with Scott Sonley

Maximizing your business valuation doesn’t have to be a mystery.

Francesca Loreto Sarah Netley Scott Sonley Jun 12, 2023

Two female podcast hosts in suits, smiling.

Episode 3 - Owner-managed businesses Part 2: creating your exit plan

It may feel strange to plan an exit strategy for your new business, but it can provide peace of mind and save time and money later.

Francesca Loreto Sarah Netley May 8, 2023

Two female podcast hosts in suits, smiling.

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.

Francesca Loreto Sarah Netley May 8, 2023

Two female podcast hosts in suits, smiling.

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