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

Protecting Your Estate From Litigation With Amelia Yiu (Ep. 12)

Posted March 14, 202400:28:09

While no one wants their will to be contested, estate litigation plays a crucial role in resolving disputes and ensuring the fair distribution of a...

The Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)

Posted February 8, 202400:30:59

The idea of death and creating a will isn’t fun for anyone. However, it is one of the most important documents you will ever create. Joined by Denise...

Leaving a Legacy Through Charitable Giving Part 2 (Ep. 10)

Posted January 11, 202400:30:07

Last time on From The Source with Frankie and Sarah, they spoke about estate planning focusing on charitable giving through your Will, featuring Frank...

Leaving a Legacy Through Charitable Giving with Frank Cerisano (Ep. 9)

Posted December 13, 202300:28:27

It’s the holiday season, a season of giving, so we’re jumping back into our conversation about estate planning with today’s focus on charitable...

Creditor Proofing Your Business (Ep. 8)

Posted November 9, 202300:20:41

As a business owner, it’s important to have a strategy in place to protect your assets from potential creditors. There are a number of instances that...