Tag: Baker Tilly Canada

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What Non-Residents Need to Know Before Selling Canadian Property (Ep. 31)

What Non-Residents Need to Know Before Selling Canadian Property (Ep. 31)

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What happens when someone who doesn’t live in Canada sells or rents out Canadian real estate? 

Frankie and Sarah explain the tax consequences non-residents face, many of which come as a complete surprise. From clearance certificates to withholding requirements, this episode walks through the most common (and costly) mistakes people make when disposing of or renting property across the border.

It’s not just for non-residents, either. Canadian lawyers, accountants, and real estate professionals will benefit from knowing what’s at stake when their clients are dealing with these transactions. Whether it’s a family cottage, rental condo, or inherited home, this conversation helps clarify what needs to be filed, when, and why it matters.

What you can expect from this episode:

  • When and why CRA requires clearance certificates
  • Why rental income from a Canadian property still triggers tax, even if you live abroad
  • How to avoid major penalties by filing early
  • Special rules that apply after emigration, death, or transfer to non-resident beneficiaries
  • And more!

Connect with Frankie Loreto and Sarah Netley: 

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Expanding Internationally: Insights for Canadian Businesses (Ep. 30)

Expanding Internationally: Insights for Canadian Businesses (Ep. 30)

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What does it really take to go global, and is your business ready for it? 

In this episode of From The Source, hosts Frankie Loreto and Sarah Netley sit down with Ben Lloyd, CEO of Baker Tilly Canada, to explore the strategic, cultural, and practical realities of international expansion. 

With more than two decades of global leadership experience across continents, Ben offers a front-row view into how Canadian businesses can seize cross-border opportunities without falling into common traps.

From supply chain challenges and regulatory risks to dinner etiquette and gift-giving customs, this conversation goes far beyond spreadsheets. Whether you’re just starting to think globally or already building bridges abroad, Ben’s advice will help you navigate uncertainty and build trusted connections around the world.

What you can expect from the episode:

  • Why more Canadian companies are eyeing international growth
  • Cultural insights that make or break cross-border relationships
  • How to build in-market trust with local partners or agents
  • Tips for mitigating global risk through strategy, not guesswork
  • And more!

Connect with Frankie Loreto and Sarah Netley: 

Connect with Ben Lloyd:

About Our Guest: 

Ben has been involved with Baker Tilly since 2009. From May 2023, he assumed the role of Chief Executive Officer for Baker Tilly in Canada, bringing to the role over 24 years’ experience in the services industry. Ben will focus on strategy, growth, and alignment, working closely with the board of directors to drive forward key initiatives in the network’s continued evolution. His leadership and experience will support Baker Tilly in advancing its goals and expanding the scope of its service offering. A key leader for more than a decade, he brings a wealth of experience in international business, strategic planning, and change management.

Prior to this, Ben served as Chief Operating Officer for Baker Tilly International. He worked closely with the CEO in the development and implementation of the global network’s strategy and operational well-being. He had overall responsibility for the network’s functional areas of finance, services and industries, business development, marketing and communications, learning and development, legal and company secretarial affairs.

Before assuming the COO role, Ben was Regional Director for Asia Pacific, one of the network’s fastest-growing regions. In this role, he was responsible for the development and execution of the network’s regional strategic plan and initiatives, driving sustainable growth across the Asia Pacific.

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Navigating Transfer Pricing With Dean Morris (Ep. 13)

Navigating Transfer Pricing With Dean Morris (Ep. 13)

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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 of the concept of transfer pricing and how it is relevant for businesses with cross-border transactions
  • Identifying transfer pricing risks and potential consequences for multinational businesses 
  • The importance of understanding transfer pricing methodologies and proper documentation 
  • The role of AI and technological tools in streamlining transfer pricing processes

Connect with Frankie Loreto and Sarah Netley: 

Connect with Dean Morris:

About Our Guest: 

As a Senior Tax Manager of Transfer Pricing, Dean Morris helps clients establish, implement, and protect their transfer pricing policies. With more than 25 years of experience, Dean has addressed challenges in a wide range of industries, including software as a service (SaaS), e‑commerce, fintech, cryptocurrency, and health sciences. Dean’s operational transfer pricing focus is on the design and implementation of policies that balance an optimal mix of having a high ease of use, being supportable to tax authorities, and achieving tax efficiency. Dean graduated with an MBA from McMaster University, worked for eight years in the Big Four environment, and 10 years with a global economic boutique firm. For 10 years he worked as an independent transfer pricing advisor for the cross‑border clients of regional and international accounting and law firms.

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

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

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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 in estate litigation and family law, she dives into the complexities of estate litigation, discussing who can contest an estate, common reasons for disputes, and strategies for expressing clear testamentary wishes to prevent litigation. Amelia underscores the need for a professional advisory team and examines the validity of wills. She provides examples, addresses the importance of evidence and full disclosure in litigation, and advises how to proactively address potential claims.

Frankie, Sarah, and Amelia talk about: 

  • Who can make a claim against an estate
  • Different types of claims against an estate
  • Common reasons for estate litigation
  • The importance of having a team of professionals
  • Real-life examples of estate litigation cases

Resources:

Connect with Frankie Loreto and Sarah Netley: 

Connect with Amelia Yiu:

About Our Guest: 

Amelia Yiu, LL.B., TEP is the owner and Principal Lawyer at Elm Law Professional Corporation: Estate Litigation and Powers of Attorney.

Amelia’s practice is focused on Estate Litigation, Power of Attorney Disputes, and Family Law as it relates to Estates or Power of Attorney matters. Death or incapacity of a loved one is always a very difficult time for families, but family disputes bring emotional complications.

As an experienced lawyer, Amelia believes that legal counsel should be accessible and cost-effective for her clients. That’s why Amelia takes the time to understand her clients and the family dynamics at the heart of the issues. She pursues her clients’ best interests to the greatest extent possible.

Amelia has appeared before the Ontario Court of Appeal, Divisional Court, and the Superior Court of Justice. Amelia received her Bachelor of Laws from Queen’s University in 2006 and was called to the Ontario Bar in 2007.

Amelia is the former Chair of the Elder Law Section of the Ontario Bar Association.  She is listed as an expert in the area of Trusts & Estates Litigation on ReferToHer and is a member of STEP. She has also been a speaker and panelist at various continuing legal education seminars on elder and estate law.

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Get To Know Frankie And Sarah (Ep. 1)

Get To Know Frankie And Sarah (Ep. 1)

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Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN, where we aim to help business owners and entrepreneurs understand and overcome their tax planning challenges.

In this inaugural episode, Frankie and Sarah introduce themselves, and share a little bit about Baker Tilly KDN, a full-service accounting firm with offices in the Kawartha, Durham, and Northumberland regions of Ontario. Listen as they talk about their specialties, share personal stories, and tease topics of future episodes.

Join Frankie and Sarah as they discuss: 

  • Their specialties, and a little bit about Baker Tilly KDN
  • What they plan to achieve through this podcast
  • The one thing they recommend to people searching for professional advice

Connect with Frankie and Sarah: 

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