From the Source with Frankie and Sarah
Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN. In this podcast, we provide a place for business owners and entrepreneurs to get the facts they need to understand and overcome their tax planning challenges. Join us for this journey
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Recent Episodes
Farm Transfers Under the Income Tax Act: Planning for the Next Generation (Ep. 36)
Farm succession planning is not just about who gets the land; it is about how to transfer it without creating an unmanageable tax bill. This episode...
Beyond Trust: Protecting Your Business with a Shareholder Agreement (Ep. 35)
Most business owners assume strong relationships are enough to hold a company together. This episode explains why that belief can create serious risk,...
How Physicians Can Build Wealth Through Smart Tax Structures with Deanna Cregg (Ep. 34)
For physicians and medical professionals, the financial journey from residency to retirement can be as complex as any clinical case.
Frankie...
What Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)
Expanding into the United States sounds exciting… until the tax rules hit you.
In this episode, Frankie and Sarah sit down with cross-border...
Inside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)
When your budget update sounds like “not much to see here,” you know it’s been a quiet year in tax, but that doesn’t mean there isn’t a lot...
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