This episode of From the Source focuses on the usefulness of a family trust in your corporate structure. Join Frankie and Sarah as they dive into the world of discretionary family trusts, highlighting their advantages and drawbacks within corporate structures. They discuss the key considerations for settling a trust as well as the ongoing management …
Do you want to better understand your corporate structure and whether it is actually achieving your objectives? In this episode, Frankie and Sarah dive into the essentials of corporate structures and how your structure should evolve to optimize potential tax savings and operational efficiency. Focusing on the lifecycle of a business entity, they discuss the …
Curious about how HST could impact your next property deal? Join this episode of From The Source with Frankie and Sarah as they dive deep into the complexities of HST in real estate with fellow tax specialist, Cathie Brogan. In this episode, Frankie and Sarah introduce Cathie Brogan, an indirect tax expert with over 35 …
Navigating the stormy seas of tax changes following the 2024 federal budget announcement can be confusing. We’re here to tell you what you need to know From the Source. In this episode, Frankie and Sarah discuss the recent federal budget with Sean Grant-Young, CPA, CA, MBA, National Director, Tax at Baker Tilly Canada. Sean tackles …
Today on From The Source, Frankie and Sarah discuss the complexities of transfer pricing with Senior Tax Manager, Dean Morris, MBA, delving into the crucial role of transfer pricing in multinational businesses. They explore the importance of understanding transfer pricing methodologies and their implications for tax planning strategies. Frankie, Sarah, and Dean discuss: An overview …
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 deceased person’s assets. Today on From The Source with Frankie and Sarah, they’re joined by Amelia Yiu, the founder of Elm Law in Whitby, Ontario. With 17 years of experience …
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 Branton, lawyer and owner of Branton Law Professional Corporation, Frankie and Sarah delve into the critical topic of wills and estate planning. Denise underscores the necessity for …
Last time on From The Source with Frankie and Sarah, they spoke about estate planning focusing on charitable giving through your Will, featuring Frank Cerisano. Today, Frankie and Sarah discuss the tax implications of charitable gifts, particularly the difference between doing it through your will versus during your lifetime. They cover the importance of donating …
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 giving through your Will. In this episode, Frankie and Sarah speak with Frank Cerisano, CEO of the Bowmanville Hospital Foundation, about leaving a legacy through charitable giving. They discuss the importance of …
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 can arise that put your business assets at risk, the most common being a lawsuit. Get the information you need about creditor-proofing your business from Frankie and Sarah as …