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About us
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Tax advisory
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Podcast
Business advisory services
Tax advisory
Episode 41 – How life insurance fits into tax and estate planning for business owners
This episode of From the Source explores how life insurance can support tax, estate, and succession planning, including providing liquidity, funding tax liabilities, preserving wealth, and facilitating the transfer of assets between generations.
Sarah Netley
Francesca Loreto
Oct 2, 2026
Alert
Tax advisory
Agribusiness
Farm investment and the Productivity Mega Deduction
Learn how the proposed Productivity Mega Deduction could let Canadian farmers immediately expense eligible equipment, Class 6 buildings and farm assets.
Thomas Blonde
Sep 28, 2026
Alert
Tax advisory
The Productivity Mega Deduction: What it means for your business
Ottawa's new Productivity Mega Deduction permanently expands immediate expensing to about two-thirds of capital investment, effective September 15, 2026. Learn what's eligible, what's excluded, and how it affects your capital purchase planning.
Sep 17, 2026
Podcast
Business advisory services
Tax advisory
Episode 40 – Tax update: What the latest draft legislation means for Canadians
This episode of From the Source breaks down the latest draft tax legislation, including proposed changes to the Disability Tax Credit, transfer pricing relief, and a new Red Seal tradesperson bonus.
Sarah Netley
Francesca Loreto
Aug 26, 2026
Blog
Corporate finance
Digital services
Tax advisory
What we learned from six months of client conversations: A ground-level POV
After six months of client conversations across tax, advisory, and corporate finance, our experts share what they are hearing on the ground, from shifting deal appetite and AI adoption to talent pressures and succession planning. Here is what the first half of 2026 is really telling us about the road ahead.
Jul 29, 2026
Podcast
Business advisory services
Tax advisory
Episode 39 – Immediate expensing and tax changes for manufacturers with Rebecca Adrian
Proposed Canadian tax changes under Bill C-31 could create valuable opportunities for manufacturers. Rebecca Adrian joins From the Source to break down the immediate expensing incentive, dividend refund rules, and what to know before making a major investment.
Sarah Netley
Francesca Loreto
Jul 16, 2026
Podcast
Business advisory services
Tax advisory
Episode 38 – Spring Economic Update 2026
In this episode, Rebecca Adrian joins the From the Source team to break down the Spring Economic Update 2026, covering the tax changes and affordability measures that matter most for business owners and taxpayers.
Sarah Netley
Francesca Loreto
May 7, 2026
Alert
Budget highlights
Advisory
Tax advisory
Tax changes that could affect your business
New draft legislation tabled May 4, 2026 brings significant tax changes affecting manufacturing, trusts, dividends, and CRA audit powers. Here is what it means for your business.
Sean Grant-Young
Rebecca Adrian
May 6, 2026
Alert
Budget highlights
Tax advisory
Key tax updates from Newfoundland and Labrador’s 2026 budgetÂ
Newfoundland and Labrador's 2026 budget delivers meaningful tax relief for individuals and businesses, including a phased small business tax rate reduction and key personal tax measures. Our experts break down what this means for you.
Sean Grant-Young
Rebecca Adrian
Apr 30, 2026
Alert
Budget highlights
Tax advisory
Spring Economic Update 2026: key tax and affordability measures
The federal government's Spring Economic Update 2026 introduces key tax and affordability measures affecting individuals and businesses. Our experts break down what's changing, what's proposed, and what to watch next so you can plan with confidence.
Sean Grant-Young
Rebecca Adrian
Apr 29, 2026
Alert
Budget highlights
Tax advisory
Key tax updates from Prince Edward Island’s 2026 budget
PEI's 2026–27 budget proposes targeted tax measures, including a new top personal income tax bracket. Our experts break down what this means for you.
Rebecca Adrian
Sean Grant-Young
Rebecca Adrian
Apr 17, 2026
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