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Podcast Tax
Episode 32 – Inside the 2025 Federal Budget
Even a quiet budget year comes with big implications. Frankie and Sarah sit down with tax partner Rosa Maria Iuliano to unpack what the 2025 federal budget really means for Canadians.
Sarah Netley Francesca Loreto Nov 11, 2025
Two female podcast hosts in suits, smiling.
Podcast Corporate finance Private enterprise Succession and estate planning
Episode 7- Opportunity Rocks with Rocky Bhatia
Rocky Bhatia is joined by Howard Ma, Director at Baker Tilly Canada Capital, to discuss the complex world of mergers and acquisitions.
Rocky Bhatia Howard Ma Oct 16, 2025
Photo of the podcast host on brand color with radio wave behind.
Podcast Cross-border personal Succession and estate planning
Episode 31 – Non-resident beneficiaries? Here’s where estate taxes get complicated
Explore what happens when non-residents are part of an estate — from key CRA forms and tax treaties to common pitfalls to avoid.
Sarah Netley Francesca Loreto Oct 15, 2025
Two female podcast hosts in suits, smiling.
Podcast Audit and accounting
Episode 30 – What non-residents need to know before selling Canadian property
In this episode of From the Source, Frankie and Sarah dive into the tax consequences non-residents face, many of which come as an unexpected surprise. From clearance certificates to withholding requirements, they walk through the rules and highlight the most common mistakes that can lead to costly penalties.
Francesca Loreto Sarah Netley Sep 16, 2025
Two female podcast hosts in suits, smiling.
Podcast Audit and accounting
Episode 29 - 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 28 – 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.
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
Photo of the podcast host on brand color with radio wave behind.
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.
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