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Podcast Audit and accounting
Episode 30 - 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 29 – 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.
Rocky Bhatia John Demetri Cathy Wong Jul 30, 2025
Photo of the podcast host on brand color with radio wave behind.
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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.
Podcast Digital services
Episode 26 – Harness data analytics for business success with Brenda Scott
Unlock the power of your data- Brenda Scott, Senior VP of Data Analytics at Baker Tilly KDN, reveals how businesses of any size can transform raw numbers into intelligent, strategic decisions. 
Francesca Loreto Sarah Netley Brenda Scott Jun 17, 2025
Two female podcast hosts in suits, smiling.
Podcast
Episode 5 - Opportunity Rocks with Rocky Bhatia
Rocky Bhatia is joined by Ron Monteiro, executive coach, leadership consultant and author of “Love Mondays,” to explore finding purpose in one’s work and career, even when certain tasks may seem unfulfilling.
Rocky Bhatia Jun 11, 2025
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Podcast Business advisory services Cybersecurity solutions Digital technology and risk
Episode 25 – Cybersecurity for business owners
Discover how AI-driven cyber threats are evolving—and what your business can do to stay secure.
Francesca Loreto Sarah Netley May 8, 2025
Two female podcast hosts in suits, smiling.
Podcast
Episode 4 - Opportunity Rocks with Rocky Bhatia
Rocky Bhatia is joined by Vance Langford of Langford Law for the first episode of Opportunity Rocks to feature a guest from outside the Baker Tilly network.
Rocky Bhatia Apr 28, 2025
Photo of the podcast host on brand color with radio wave behind.
Podcast
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.
Podcast
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.
Podcast
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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