Tag: Expert Insights

Cybersecurity for Business Owners (Ep. 25)

Cybersecurity for Business Owners (Ep. 25)

How can you secure your business against digital threats? 

Dive into the world of cybersecurity with Frankie Loreto, Sarah Netley, and their special guest, Blair Brown, in this episode of “From the Source.” Blair, who heads the digital services group at Baker Tilly, shares insights into the evolving cyber threat landscape, with a particular focus on small to medium-sized businesses. He discusses how artificial intelligence is being leveraged to create sophisticated phishing attempts and the importance of proactive risk management.

Frankie, Sarah, and Blair discuss: 

  • The rise of phishing and ransomware threats [00:02:30]
  • How AI is used by cybercriminals to imitate voices and target businesses [00:06:25]
  • Common cybersecurity challenges for small to medium-sized businesses [00:07:07]
  • Success stories in enhancing cybersecurity measures and efficiency [00:17:15]

Connect with Frankie Loreto and Sarah Netley: 

Connect with Blair Brown:

About Our Guest: 

Blair Brown is an information technology and security professional with more than 30 years of experience providing executive-level consultation and direct operational support to private corporations, financial institutions, and credit unions; manufacturing, production, and distribution utilities; the education sector; law enforcement; and federal, provincial, and municipal governments and agencies. His areas of expertise include governance, risk, and compliance, audit and assurance, National Institute of Standards and Technology, and System and Organization Controls audits, security management, cybersecurity, supply chain security, digital forensics, and physical security.

Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)

Your Guide to SR&ED Credits With Matt Zarowny and Rob D’Amico (Ep.18)

What if your business could tap into a treasure trove of financial incentives? 

Join Frankie and Sarah with two more Baker Tilly professionals, Matt Zarowny, P.Eng, and Rob D’Amico, CPA, CGA, as they dive into the world of Scientific Research and Experimental Development (SR&ED) tax incentives, affectionately known as SR&ED Credits. From basic research to experimental development, discover how various projects across industries can qualify for these credits, transforming potential costs into real opportunities. 

Frankie and Sarah discuss: 

  • What SR&ED is and its eligibility criteria
  • The types of projects that qualify under the SR&ED program
  • Financial incentives and benefits for businesses
  • Ensuring proper documentation and avoiding common pitfalls

Connect with Frankie Loreto and Sarah Netley: 

Connect with Matt Zarowny and Rob D’Amico:

About Our Guests: 

Matt Zarowny

A professional engineer with more than 20 years of experience servicing business leaders with industry, consulting, and financial services, Matt has led Scientific Research & Experimental Development (SR&ED) and government R&D incentives practices at several major firms.

He provides leadership and guidance to his clients in the full range of incentive tax services, including opportunity assessments, claim preparation/review, system installation/training, and audit support.

Matt works with a wide range of companies across many industries with a specialization in the automotive, aerospace, pharmaceutical, consumer business, technology, and general manufacturing sectors.

Rob D’Amico

A skilled and dedicated practitioner with more than 20 years of experience dealing with complex tax issues for Canadian corporations,​ Rob has led Scientific Research & Experimental Development (SR&ED) and government R&D incentives practices at several major firms.

He provides leadership and guidance to his clients in the full range of incentive tax services, including opportunity assessments, claim preparation/review, system installation/training, and audit support.

Rob works with a wide range of companies across many industries with a specialization in the information technology, engineering, pharmaceutical, automotive, aerospace, consumer business, and general manufacturing sectors.