Tag: Financial Planning

FEATURE
Essential Tax Advice for Canadians with U.S. Ties with Kevin Tippett (Ep. 24)

Essential Tax Advice for Canadians with U.S. Ties with Kevin Tippett (Ep. 24)

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What does spending your winter in the U.S. mean for your taxes?

Join Frankie Loreto and Sarah Netley as they chat with Kevin Tippet about the ins and outs of Canadian snowbirds managing their tax responsibilities when living or owning property in the United States. Whether it’s the intricacies of the 183-day rule, buying vacation homes, renting them out, or selling them, they break down everything you need to know to avoid unexpected tax obligations.

Kevin shares insights on:

  • Navigating the 183-day residency test for Snowbirds [02:01]
  • Tax filing requirements for renting U.S. properties [05:51]
  • Implications of selling a U.S. vacation property [10:00]
  • How gambling wins (and losses) factor in across the border [13:47]
  • Working remotely in Canada for a U.S. employer and tax pitfalls to avoid [18:39]

Resources:

  • Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)

Connect with Frankie Loreto and Sarah Netley: 

Connect with Kevin Tippett:

About Our Guest: 

A proud Maritimer originally from Moncton, New Brunswick, Kevin graduated from Mount Allison University with a Bachelor of Commerce, majoring in Accounting. In 2009, he earned his U.S. CPA designation and has built over 20 years of experience specializing in personal cross-border tax, with a focus on Canada and the United States.

After relocating from Moncton to Ottawa, Kevin began his career at a Big Four accounting firm, spending eight years developing expertise in cross-border tax matters, particularly advising employees on temporary assignments between Canada and the United States. Named partner in 2025, Kevin assists with the oversight of the cross-border tax practice, specializing in personal, cross-border income tax compliance, and advisory services.

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FEATURE
Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)

Understanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)

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Want to move to Canada but unsure how it affects your US tax obligations? 

Frankie Loreto and Sarah Netley are joined by US tax expert Kevin Tippett, to dive into the intricacies of tax implications for US citizens living in Canada. Kevin, a tax partner at Baker Tilly’s Ottawa office, brings clarity to a topic that affects many cross-border individuals. They explore key differences between the Canadian and US tax systems and offer detailed insights into the challenges of dual tax obligations.

Kevin shares insights on:

  • Differences in filing between Canada and the US [00:03:01]
  • U.S. citizenship-based taxation challenges [00:04:32]
  • Mechanisms to avoid double taxation [00:07:56]
  • Importance of filing to avoid penalties [00:09:05]
  • Navigating voluntary disclosure [00:11:16]

Resources:

Connect with Frankie Loreto and Sarah Netley: 

Connect with Kevin Tippett:

About Our Guest: 

A proud Maritimer originally from Moncton, New Brunswick, Kevin graduated from Mount Allison University with a Bachelor of Commerce, majoring in Accounting. In 2009, he earned his U.S. CPA designation and has built over 20 years of experience specializing in personal cross-border tax, with a focus on Canada and the United States.

After relocating from Moncton to Ottawa, Kevin began his career at a Big Four accounting firm, spending eight years developing expertise in cross-border tax matters, particularly advising employees on temporary assignments between Canada and the United States. Named partner in 2025, Kevin assists with the oversight of the cross-border tax practice, specializing in personal, cross-border income tax compliance, and advisory services.

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FEATURE
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)

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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.

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