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
Estate Distribution and Probate Planning: What You Need to Know (Ep. 7)
How can you ensure your beneficiaries are getting what you expect them to?
Frankie and Sarah discuss various aspects of probate and estate planning...
Why You Should Plan For Your Estate Taxes (Ep. 6)
Planning for the future goes beyond your lifetime. Estate planning isn’t just about passing on assets; it’s also about ensuring a smooth transition...
Owner-Managed Businesses Part 4: The Canadian Capital Gains Exemption (Ep. 5)
This episode concludes our miniseries for owner‑managed businesses, so if you haven’t heard parts 1‑3, we recommend you check those out!
To...
Owner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)
Maximizing your business valuation doesn’t have to be a mystery.
In this episode, Frankie and Sarah delve into the topic of business valuations...
Owner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)
It seems weird to plan an exit strategy for a business you just started, but planning your exit can give you peace of mind and save you time and money...
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