Baker Tilly Canada | Insights

Insights

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

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

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

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.

Episode 1 - Get to know Frankie and Sarah

In this inaugural episode, Frankie and Sarah introduce themselves, and share a little bit about Baker Tilly.

Francesca Loreto Sarah Netley May 8, 2023

Two female podcast hosts in suits, smiling.

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