Canadian Tax Planning

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Immediate Expensing and Tax Changes for Manufacturers with Rebecca Adrian (Ep. 39)

By From the Source | July 9, 2026

Planning to build, purchase, or expand a manufacturing facility? Proposed Canadian tax changes could create a meaningful opportunity for eligible businesses, but understanding the rules before making a major investment is essential.

In this episode, Frankie and Sarah are joined by Rebecca Adrian, CPA, CFP, a member of Baker Tilly’s National Tax team, to unpack proposed legislation in Bill C-31 and what it could mean for Canadian manufacturers. Together, they discuss immediate expensing for qualifying manufacturing and processing buildings, the conditions businesses must meet to remain eligible, proposed rules for suspending dividend refunds, and why proactive tax planning and audit readiness are more important than ever.

Frankie, Sarah, and Rebecca discuss:

How immediate expensing could help eligible Canadian manufacturers build, purchase, or expand qualifying manufacturing and processing facilities.
What businesses need to know about eligibility requirements, including qualifying use, timing, prior deductions, and the 10-year compliance period.
Why replacement property rules, mixed-use buildings, and recapture provisions make proactive tax planning essential before claiming the incentive.
How proposed dividend refund suspension rules could affect corporations with passive income, tiered corporate structures, trusts, or mismatched year-ends.
Maintaining documentation and staying audit-ready is increasingly important as CRA compliance activity continues to grow.

Connect with Frankie Loreto and Sarah Netley:

Connect with Rebecca Adrian:

About our Guest:

Rebecca Adrian is a member of Baker Tilly Canada’s National Tax team, where she specializes in interpreting complex tax legislation and helping advisors and clients navigate evolving tax rules. In this episode, Rebecca shares practical insights on Bill C-31, immediate expensing for manufacturing and processing buildings, proposed dividend refund suspension rules, and the importance of proactive tax planning and CRA audit readiness for Canadian businesses.

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Harness Data Analytics for Business Success with Brenda Scott (Ep. 26)

By FromTheSource | June 12, 2025

Join Frankie Loreto and Sarah Netley as they chat with Brenda Scott, Senior VP of Data Analytics at Baker Tilly KDN, about transforming raw data into strategic assets.

Brenda explains the different facets of data advisory, comparing it to the structure of financial advisory, highlighting roles such as data engineers, analysts, scientists, and strategists. She emphasizes that businesses of all sizes and stages can benefit from data advisory, even those just beginning to track and understand their data. Using relatable analogies, Brenda illustrates how well-designed data visualizations allow businesses to monitor key metrics quickly and accurately, facilitating timely and strategic decisions. Her work exemplifies how thoughtful data processes and tools can unlock efficiency, clarity, and growth.

This episode includes discussion surrounding:

Introduction to Brenda Scott and her role in data advisory
Data visualization and its impact on business strategies
Understanding data maturity and getting started with analytics
Designing dashboards for effective business insights
The role of data in succession planning

Connect with Frankie Loreto and Sarah Netley:

Connect with Brenda Scott:

About Our Guest:

Brenda Scott joined Baker Tilly KDN LLP (BT KDN) as a senior accountant in 2014 after graduating from the University of Waterloo. During her time in this role, she worked primarily on assurance engagements for private enterprises. Brenda holds both a master of Accounting and a Bachelor of Mathematics, specializing in information systems management.

Brenda’s educational background, paired with her analytical mindset, allowed her to become the firm’s champion for all matters data. She pursued a graduate certificate in Data Analytics for Business Decision Making from Durham College and transitioned into the role of data analytics manager in 2019. Continuing to develop her passion for data, Brenda began working in an advisory role as part of BT KDN’s Digital team. In 2022, she became senior vice president, data analytics, providing clients with tailored business intelligence and data visualization solutions.

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