Shows
From the Source with Frankie and SarahBeyond Trust: Protecting Your Business with a Shareholder Agreement (Ep. 35)Most business owners assume strong relationships are enough to hold a company together. This episode explains why that belief can create serious risk, and how the right agreements can prevent years of conflict.
In this episode, Frankie and Sarah are joined by returning guest Denise Branton, Lawyer and Owner, Byron Street Legal, to break down why shareholder agreements matter more than most business owners realize, especially in family businesses and closely held companies.
What to expect:
Why “we trust each other” is not a substitute for clear legal planning
Common misconceptions around shareholder agreements in f...
2026-02-1224 minFrom the Source with Frankie and SarahHow Physicians Can Build Wealth Through Smart Tax Structures with Deanna Cregg (Ep. 34)For physicians and medical professionals, the financial journey from residency to retirement can be as complex as any clinical case.
Frankie and Sarah welcome Deanna Cregg, Partner at Arcadian Group, to unpack the key tax and structuring decisions doctors face at each career stage.
From the first days of self-employment to planning for retirement, Deanna explains when it makes sense to incorporate, how to structure share ownership for maximum flexibility, and why thinking ahead about investment income, spouse involvement, and ancillary services can save headaches and money down the road.
Whether you’re a ne...
2026-01-0822 minFrom the Source with Frankie and SarahWhat Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)Expanding into the United States sounds exciting… until the tax rules hit you.
In this episode, Frankie and Sarah sit down with cross-border tax specialist David Downie to unravel the real considerations Canadian business owners face when they decide to move south, scale into new markets, or invest across the border.
What starts as a simple question, “Should I set up a U.S. company?” quickly turns into a maze of entity choices, integration breakdowns, foreign affiliate rules, and unexpected tax traps. David brings clarity to everything from LLC pitfalls to how “mind and management” can trip u...
2025-12-1121 minFrom the Source with Frankie and SarahInside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)When your budget update sounds like “not much to see here,” you know it’s been a quiet year in tax, but that doesn’t mean there isn’t a lot to unpack.
Frankie and Sarah sit down with Baker Tilly tax partner Rosa Maria Iuliano, who’s been locked in on federal budgets for over two decades (yes, 22 years!). Together, they break down the 2025 federal budget, not just what’s in it, but what’s been quietly removed or delayed, including the capital gains inclusion rate increase, bare trust filing, and the underused housing tax.
From tax credit...
2025-11-1027 minFrom the Source with Frankie and SarahNon-Resident Beneficiaries? Here’s Where Estate Taxes Get Complicated (Ep. 31)What happens when an estate includes non-resident beneficiaries or is managed by a non-resident executor?
In this follow-up to their previous episode on non-resident property owners, Frankie and Sarah welcome Baker Tilly Ottawa partner Julianne McLaren for a deep dive into the lesser-known tax implications of estate distributions involving non-residents.
From T2062 forms and treaty exemptions to CRA penalties and misunderstood clearance rules, this episode breaks down complex requirements in plain language. If you’re a lawyer, accountant, or executor overseeing an estate with Canadian real estate and beneficiaries abroad, this is a conversation you can...
2025-10-0923 minFrom the Source with Frankie and SarahWhat Non-Residents Need to Know Before Selling Canadian Property (Ep. 30)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 co...
2025-09-1124 minFrom the Source with Frankie and SarahExpanding Internationally: Insights for Canadian Businesses (Ep. 29)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 go...
2025-08-2625 minFrom the Source with Frankie and SarahSelling Your Home in Canada? Don’t Get Burned by the New CRA Rules (Ep. 28)It’s summer in Canada, and while the weather heats up, so does the real estate market.
But did you know selling your home too soon could trigger a surprise tax bill?
In this episode of From the Source, Frankie Loreto and Sarah Netley break down the CRA’s flipped property rules that took effect in 2023 and how they affect homeowners, real estate investors, and anyone selling property in Canada.
From misunderstood exemptions to the difference between capital gains and business income, this episode clarifies what truly constitutes a principal residence and what doesn’...
2025-08-1418 minFrom the Source with Frankie and SarahBuilding Stronger Connections and Fostering Leadership with Terri Holowath (Ep. 27)How does a professional services leader stay with one firm for over three decades and continue to offer fresh perspectives?
In this episode, Frankie and Sarah sit down with Terri Holowath, Chair of Baker Tilly Canada, to explore the importance of relationships, innovation, and inclusivity in the accounting profession. Terri shares her career journey, insights into leadership development, and her passion for empowering the next generation of accountants.
Terri discusses:
The evolution of her 33-year career and how it shaped her leadership style
Baker Tilly’s mid-market focus and its unique value for both cl...
2025-07-1022 minFrom the Source with Frankie and SarahHarness Data Analytics for Business Success with Brenda Scott (Ep. 26)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 t...
2025-06-1225 minFrom the Source with Frankie and SarahCybersecurity 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 use...
2025-05-0824 minFrom the Source with Frankie and SarahEssential Tax Advice for Canadians with U.S. Ties with Kevin Tippett (Ep. 24)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...
2025-04-1022 minFrom the Source with Frankie and SarahUnderstanding US Tax Obligations for Canadians with Kevin Tippett (Ep. 23)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...
2025-03-1319 minFrom the Source with Frankie and SarahPreparing for New Tax Challenges in 2025 (Ep.22)This episode aims to break down key considerations for filing trust returns, focusing on the current legislative uncertainty within the Canadian government.
Frankie and Sarah revisit the capital gains inclusion rate changes and the political debate surrounding them, with both Conservative leader Pierre Poilievre and Liberal contender Chrystia Freeland vowing to scrap the proposed tax legislation if elected.
They also discuss the shifts to Bear Trust filings, which have caused confusion due to unclear definitions and changing CRA requirements, and the Alternative Minimum Tax (AMT) and its growing impact on trusts. With recent legislative changes, AM...
2025-02-2728 minFrom the Source with Frankie and SarahNavigating Tariffs with Sean Grant-Young & Dean Morris (Ep. 21)What do tariffs mean for your business?
In this episode, Frankie and Sarah delve into the complexities of tariffs with Sean Grant-Young and Dean Morris. Recorded just after President Trump’s temporary reprieve on tariffs for Canada, the discussion centers on the looming threat of tariffs and their potential impacts on Canadian businesses. They talk about strategies for navigating this challenging landscape, emphasizing the importance of being prepared.
Sean and Dean discuss:
The significance of tariffs on Canadian imports [03:08]
Immediate and long-term strategies for businesses [10:48]
The implications of retaliatory tariffs [20:47]
Whether businesses should take a p...
2025-02-1326 minFrom the Source with Frankie and SarahUnderstanding Employee Ownership Trusts (Ep. 20)Could the introduction of Employee Ownership Trusts in Canada transform your business exit strategy?
Frankie and Sarah delve into Canada’s new rules around Employee Ownership Trusts, an intriguing option for business succession introduced in the 2023 federal budget. Their discussion highlights how this new format could revolutionize how businesses handle buy-sell transitions, especially with the anticipated wave of business sales in the coming decade.
Frankie and Sarah discuss:
The fundamental structure of Employee Ownership Trusts and their potential role in succession planning
Key conditions and hurdles involved in implementing these trusts
The advantages of the $...
2025-01-3020 minFrom the Source with Frankie and SarahProrogued Parliament and the Impact on Tax Laws with John Oakey (Ep.19)Are you ready to explore the complex but crucial world of tax legislation and its implications for your business?
Frankie and Sarah are joined by John Oakey, Vice President of Taxation for CPA Canada, on a deep dive into how the prorogation of Parliament is shaking up tax legislation, with a particular focus on the proposed changes to the treatment of capital gains.
Frankie and Sarah discuss:
The effects of prorogation on existing and proposed tax bills
The uncertainty surrounding the capital gains changes and how taxpayers can prepare
Different options for managing tax lia...
2025-01-1430 minFrom the Source with Frankie and SarahYour 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...
2024-11-2133 minFrom the Source with Frankie and SarahWhy You May Need a Family Trust (Ep. 17)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 of a trust. Frankie and Sarah highlight the key benefits of a trust including how they are used to reduce your tax burden and they offer practical advice for incorporating trusts into your business. Tune in to understand how you can utilize...
2024-10-1730 minFrom the Source with Frankie and SarahUnderstanding Corporate Structures for Business Owners (Ep. 16)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 benefits of incorporating, address the key moments when restructuring becomes crucial, and explain the importance of creditor protection. Learn why business structures evolve over time, the benefits of introducing a holding company, and how to prepare your business for a sale to m...
2024-09-2625 minFrom the Source with Frankie and SarahNavigating HST and Real Estate with Cathie Brogan (Ep. 15)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 years of experience, to discuss the often-overlooked HST implications for real estate transactions. From understanding the rules around new builds and substantial renovations to the impact of short-term rentals, Cathie provides practical advice and real-world examples to help you navigate the tax landscape.
2024-07-1128 min
MAPPED OUTEP 139 | How to Prioritize Wellness as an Entrepreneur Amongst Being "Busy" with Ashleigh HubbardWhen was the last time you paused to consider how your well-being affects your work? Ashleigh Hubbard joins Lauren Loreto in a heart-to-heart about the symbiotic relationship between personal health and professional success. This chat traverses their personal evolutions: Lauren's pivot from the weightlifting circuit to the entrepreneurial fast track and Ashleigh's impressive leap from a non-athletic past to a weightlifting present. Ashleigh and Lauren dissect the nature of motivation, from external prompts to the deeply personal internal drive, and how it can sharpen our mental acuity and sustain our passion for our work. They swap notes on how s...
2024-05-1538 minFrom the Source with Frankie and SarahDecoding the Federal Budget: What Small Business Owners Can’t Afford to Miss (Ep. 14)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 the major updates and what they mean for small business owners, providing you with the essential knowledge to keep your business afloat in these turbulent tax waters.
Frankie, Sarah, and Sean discuss:
Behind the scenes of the federal budget loc...
2024-04-2531 minMAPPED OUTEP 137 | How Empathetic Leadership Can Transform Your Business with Erin DiehlHave you ever been struck by lightning—metaphorically speaking, of course? That's the jolt of inspiration you'll feel when you hear Erin, improv virtuoso and empathetic leadership guru, recount her leap from the corporate grind to the founder of her own company, Improve It. Our chat brims with laughter and sage advice, as we talk about why empathetic communication isn't just nice to have, but a critical skill across all levels of business—whether you're captaining a team, dealing with clients, or flying solo. Erin's journey through the improv world and her spontaneous spirit—best illustrated by her whimsical "The Pr...
2024-04-1738 minFrom the Source with Frankie and SarahNavigating Transfer Pricing With Dean Morris (Ep. 13)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 tec...
2024-04-1129 minMAPPED OUTEP 134 | How to Amplify Your Brand Through Thought Leadership and Strategic PR with Lexie SmithEver wondered how thought leadership can transform your brand's reach and reputation? Lexie Smith, the brain behind GROWTH MODE Agency, THEPRBAR, inc., and the Pitchin' and Sippin' podcast, joins me, Lauren Loreto, for an illuminating chat on this very topic. Together, we dissect the art of pairing expertise with branding to not only attract leads but to also catapult businesses into their next level of growth. Lexie's journey of rebranding her company underscores the dynamic nature of PR and offers a wealth of inspiration for founders eager to cast themselves as the go-to experts in their field.
2024-03-2041 minFrom the Source with Frankie and SarahProtecting Your Estate From Litigation With Amelia Yiu (Ep. 12)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 advi...
2024-03-1428 minMAPPED OUTEP 131 | My story: how I've navigated entrepreneurship, life around it & the evolution of Brand Good TimeAs I, Lauren Loreto, mark the third anniversary of "She's Busy AF," I'm taking a moment to reflect and celebrate the defining moments and lessons from my entrepreneurial journey. From the seeds of ambition planted by my parents to the inception of my first marketing agency, I've been on quite the path that has led to the creation of Brand Good Time. It's truly been a wild ride of building, scaling, and selling businesses. Hear how these experiences have shaped my understanding of work-life balance, my foray into the transformative world of remote work culture, and the surprising twists...
2024-02-2830 minFrom the Source with Frankie and SarahThe Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)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 every adult to have a will and the proper ways to go about creating one.
Frankie, Sarah, and Denise discuss:
The purpose of a will and how to choose your Executor
When to create a will and the im...
2024-02-0830 min
Talking Transformative LoveEpisode 13 | Felicity KnobelFelicity is the Assistant Principal of Faith and Identity at Loreto College, Ballarat. Originally from North East Victoria, Felicity spent time living and teaching overseas before making her home in Ballarat with her husband Gerard and two children Jemima and Joseph. Felicity has completed her Bachelor of Arts, Graduate Certificate in Religious Education, Graduate Diploma in Secondary Teaching and a Masters in Education Leadership, further study is on the horizon. Felicity is the beneficiary and appreciative of an education from the FCJ, Brigidine and Mercy sisters who were role models of strong, intelligent and determined women. She uses this...
2024-02-0229 min
Talking Transformative LoveEpisode 12 | Michelle McCartyMichelle is the Director of Mission and Student Leadership at Loreto Mandeville Hall Toorak. She is originally from Ballarat and a proud past pupil of Loreto College. Michelle's qualifications include a Bachelor of Arts and Masters of Student Wellbeing from the University of Melbourne and a Graduate Diploma in Education and Masters of Leadership from ACU. Michelle teaches Australian Politics and Religious Education at Loreto Toorak alongside her school leadership role. She is deeply committed to the Mary Ward network in Australia and globally and to the values and formation at the heart of Loreto education.
2024-01-2629 minFrom the Source with Frankie and SarahLeaving a Legacy Through Charitable Giving Part 2 (Ep. 10)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 to registered charities for the purpose of obtaining a tax receipt, the value of the donation that can be claimed, and the need for proper documentation. They also explore the different ways individuals and corporations can donate, including the tax benefits of d...
2024-01-1130 min
Talking Transformative LoveEpisode 9 | Casey DoddCasey Dodd was the 2021 College Co-Captain at Loreto Ballarat and is currently studying for a Bachelor of Physiotherapy at ACU. With gratitude and passion, Casey shares how her Loreto education has shaped the young woman she is today and hopes to be in the future. She explores how growing up surrounded by love and opportunities has instilled a desire to help others through her studies, work, volunteering and life.
2023-12-2124 min
Talking Transformative LoveEpisode 8 | Mary Ryllis Clark Mary Ryllis Clark is a writer and historian who moved to Melbourne from the UK in 1974. She taught European History at Loreto Mandeville Hall in 1975 before returning to England for three years. During that time she published her first book, Crown of a Thousand Years. She and her family came back to Melbourne in 1980 and have lived here ever since. Mary went back to teaching at Mandeville Hall before going back to writing, her first love. She is the author of several books including; In Trust: The First Forty Years of the National Trust in Victoria 1956-1996, Timbertop – Celebrating 50 Ye...
2023-12-1420 minFrom the Source with Frankie and SarahLeaving a Legacy Through Charitable Giving with Frank Cerisano (Ep. 9)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 researching charities before leaving a bequest in your Will, the potential issues that can arise with overly restrictive donations, and the key role a lawyer plays in supporting an executor of an estate with charitable gifts. They also discuss the co...
2023-12-1428 min
Talking Transformative LoveEpisode 6 | Sr Margaret Sculley ibvmMargaret Sculley has been a Loreto Sister for the past sixty-five years. Margaret grew up in Ballarat, Victoria and from an early age became familiar with Mary Ward the foundress of the Institute of the Blessed Virgin Mary (The Loreto Sisters). Following the Novitiate in Normanhurst NSW Margaret began a long time of teaching both in Secondary and Primary Schools, then moved into leadership roles both in the schools and in the Loreto community. For some years Margaret worked in Pastoral Care at the Brisbane General Hospital. Margaret remains very grateful for her gift of faith that has strengthened...
2023-12-0129 min
Talking Transformative LoveEpisode 5 | Harper GracieCurrently studying in Melbourne, Harper shares insights into her upbringing, shaped by a philosophy of kindness and hard work instilled by her family and community.From a small Catholic school in Sydney to an international school in Singapore, she reflects on how diverse experiences have moulded her into a person who values connection and hard work.Harper emphasises the importance of being kind to others, a principle she carried into her time at Loreto, where she not only excelled academically but actively engaged in philanthropy and charity work.The episode explores the deep...
2023-11-2421 minFrom the Source with Frankie and SarahCreditor Proofing Your Business (Ep. 8)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 they explain the concept of creditor-proofing and the importance of protecting your assets. Learn how to properly evaluate whether your business assets are protected, and if not, understand the process of legally protecting your assets from creditors.
Frankie and Sar...
2023-11-0920 min
Talking Transformative LoveEpisode 2 | Sr Margaret Callaghan ibvmMargaret Callaghan is a Loreto Sister with a rich background in education. Margaret's teaching journey spans years of experience in English and History across Loreto schools in Australia, including roles as the Religious Education Coordinator in three senior schools. After seven years at the province office, she embarked on a transformative 14-year adventure in Vietnam, working alongside young sisters. Don't miss this episode with Sr Margaret Callaghan ibvm, whose vision of God is that of love and friendship.
2023-11-0324 minFrom the Source with Frankie and SarahEstate Distribution and Probate Planning: What You Need to Know (Ep. 7)How can you ensure your beneficiaries are getting what you expect them to?
Frankie and Sarah discuss various aspects of probate and estate planning in this episode of From the Source. Listen as they explain probate fees, exemptions, and assets that can pass outside of the estate while stressing the need to understand asset ownership and distribution to determine what is subject to probate. Frankie and Sarah also talk about probate planning, issues with multiple property owners, and the potential tax liabilities that can arise.
Gain insight as Frankie and Sarah discuss:
What probate is...
2023-09-1832 minFrom the Source with Frankie and SarahWhy You Should Plan For Your Estate Taxes (Ep. 6)Planning for the future goes beyond your lifetime. Estate planning isn’t just about passing on assets; it’s also about ensuring a smooth transition for your loved ones.
A little bit of tax planning with your estate plan can make things easier for your executors and loved ones when you pass away.
In this episode, Frankie and Sarah discuss estate planning and the tax implications that come with it. They emphasize the importance of preparing for these events and provide an overview of what happens from a tax perspective when someone passes away. They also...
2023-09-1828 minFrom the Source with Frankie and SarahOwner-Managed Businesses Part 4: The Canadian Capital Gains Exemption (Ep. 5)This episode concludes our miniseries for owner‑managed businesses, so if you haven’t heard parts 1‑3, we recommend you check those out!
To round out the miniseries, Frankie and Sarah break down the specific criteria under the Income Tax Act (ITA) for the capital gains exemption, beginning with a brief overview of what it is, what it does, and how business owners can qualify.
Become a little more savvy as Frankie and Sarah discuss:
The definition and purpose of the capital gains exemption, and its specific qualifying criteria
Tips on balance sheet categories for business ...
2023-07-1032 minFrom the Source with Frankie and SarahOwner-Managed Businesses Part 3: How To Maximize Your Business Valuation with Scott Sonley (Ep. 4)Maximizing your business valuation doesn’t have to be a mystery.
In this episode, Frankie and Sarah delve into the topic of business valuations with Scott Sonley, CPA, CA, CBV, CFF, CFDS, partner at Baker Tilly KDN. They explore the asset and income approaches used to value businesses and discuss how to determine which approach is most appropriate for evaluating a particular business. They also touch on the differences between EBITDA and normalized EBITDA, highlight the risks associated with being overly dependent on one customer or industry type, and share tips on how business owners can maximize th...
2023-06-1228 min
ThirtywoodNora LoretoNora Loreto is the author of three books, Spin Doctors (2021), Take Back the Fight (2020) and From Demonized to Organized, Building the New Union Movement (2013). She is the editor of the Canadian Association of Labour Media and a freelance journalist. Hosted on Acast. See acast.com/privacy for more information.
2023-05-1847 minFrom the Source with Frankie and SarahOwner-Managed Businesses Part 2: Creating Your Exit Plan (Ep. 3)It seems weird to plan an exit strategy for a business you just started, but planning your exit can give you peace of mind and save you time and money when the time comes to leave.
In this episode, Frankie and Sarah continue the owner-managed businesses mini-series and talk about how to exit your business. They cover four topics, starting with the ways to exit your business, the impact each exit strategy has on the price you get for your business, and what some of the tax considerations are. They end it off with other non-tax-related considerations...
2023-05-0127 minFrom the Source with Frankie and SarahOwner-Managed Businesses Part 1: How To Pay Yourself (Ep. 2)Welcome to part one of a four-part miniseries where Frankie and Sarah will focus and highlight key areas of interest for business owners, like, operation liabilities, exit strategies, and family succession.
In this episode, Frankie and Sarah talk about different ways business owners can pay themselves, various tax benefits, and the drawbacks of dividends and income splitting.
Listen as Frankie and Sarah discuss:
The difference between a salary and dividends
Why there are tax implications when you spend business income freely
How you can take advantage of tax benefits from dividends
The benefits and dr...
2023-05-0127 min
Talking Transformative LoveEpisode 12 | Eliza GalimbertiEliza Galimberti was Loreto Mandeville Hall Toorak's 2021 School Captain. Eliza explores her identity as a first-generation Australian and how being a ‘Loreto girl’ has shaped her belief system and provided her with a lifelong community. Now having graduated, Eliza explores how she continues to be a “seeker of truth” and a “doer of justice” by using her voice to help others.
2023-02-1022 min
Talking Transformative LoveEpisode 10 | Stephanie LorenzoStephanie (Steph) Lorenzo is a Loreto Normanhurst past pupil and Head of Community Engagement at Hireup. In her early 20s, she started a charity, 'Project Futures', from her bedroom after reading about the stark realities of sexual slavery in Cambodia. In this episode, Steph reflects on how her Loreto experience and friendships empowered her to become a successful entrepreneur and the leader she is today.
2022-12-1632 minMAPPED OUTThe Loreto wedding recap you asked forLauren recaps the events leading up to her wedding and the wedding itself. From the engagement, civil ceremony, engagement party and the church wedding, she's leaving no detail spared. The photos to match the story: bit.ly/loreto-weddingOur perfect wedding photographer: brookemichellephoto.com @brookemichellej
2022-10-0536 min
Talking Transformative LoveEpisode 7 | Damian WhelanThe second of our Mary Ward men is Damian Whelan, Head of Liturgy at Loreto Mandeville Hall Toorak. With a music and teaching career at Mandeville Hall spanning almost 40 years, in this episode of Talking Transformative Love, Damian discusses his faith and formation and how the Loreto Sisters and women leaders of Mandeville Hall have shaped his life.
2022-09-2734 min
Talking Transformative LoveEpisode 3 | Dr Susan StevensDr Susan Stevens, former Principal of Loreto Toorak, has made an extraordinary contribution to the growth of the Loreto Australia & South East Asia network. In this episode of Talking Transformative Love, Susan shares her childhood stories and how they helped shape a formidable career steeped in the pursuit of excellence.
2022-09-2728 min
Talking Transformative LoveEpisode 4 | Sr Libby Rogerson ibvmSr Libby Rogerson ibvm is a past student of Loreto Normanhurst and member of the Province Council and the Loreto Justice Network. Libby is a passionate advocate for social justice and equity, both in Australia and overseas. In episode #4 of Talking Transformative Love, we chat with Libby about her early exposure to injustice and poverty across the world and, as a teacher, tackling racism in schools.
2022-09-2712 min
MotherwoodMotherwood, il podcast sulla Maternità [TRAILER]Diventare madre non è sempre un percorso fluido e semplice, ci sono momenti in cui forse ti sei sentita smarrita.La maternità è un bosco meraviglioso, ma se non lo conosci bene rischi di cadere in qualche trappola.Motherwood è il podcast che ho realizzato per permetterti di ritrovare la strada nel complesso mondo della maternità. Attraverso le storie di Vera, una mamma che non esiste ma che potrebbe essere ognuna di noi, ti parlerò di senso di colpa, difficoltà nella relazione di coppia, equilibrio vita lavoro, difficoltà legate al post partum e tanti altri aspetti che a volte rendono...
2022-04-2102 min
Josué Loreto - Estudos BíblicosEstudo de João - Por Josué Loreto (Parte 2)Pequeno estudo sobre o livro de João. Áudio não editado extraído do Imersão presencial do dia 09/11/2021
2021-11-101h 46
Josué Loreto - Estudos BíblicosEvangelho de João - Por Josué Loreto - Parte 1Pequeno estudo sobre o Evangelho de João, áudio não editado extraído do Imersão presencial do dia 02/12/21
2021-11-031h 21
Josué Loreto - Estudos BíblicosEvangelho de João - Por Josué Loreto - 1 partePequeno estudo sobre o Evangelho de João, áudio não editado extraído do Imersão presencial do dia 02/11/21
2021-11-031h 21
Josué Loreto - Estudos BíblicosEstudo sobre a Epístola de Pedro - por Josué LoretoPequeno estudo sobre o livro de de 1 Pedro, áudio não editado extraído do Imersão presencial do dia 12/12/2021.
2021-10-131h 40
Josué Loreto - Estudos BíblicosBate papo sobre as Epístolas de João - Por Josué Loreto e Bruno PeliçoliÁudio não editado extraído do Imersão online realizado no dia 05 de Outubro.
2021-10-061h 32
Josué Loreto - Estudos BíblicosEstudo sobre o livro de Jeremias - Por Josué LoretoPequeno estudo sobre o livro de Jeremias, áudio não editado extraído do Imersão on-line do dia 28/09/21.
2021-09-2955 min
Josué Loreto - Estudos BíblicosCartas pastorais à Timóteo e Tito - Por Josué LoretoPequeno estudo sobre as cartas pastorais. Áudio não editado extraído do Imersão presencial do dia 24/08/21
2021-08-251h 48
Josué Loreto - Estudos BíblicosII Coríntios - Uma carta de todo o coração. - Por Josué LoretoÁudio não editado extraído do Imersão presencial do dia 10/08/2021. Pequeno estudo sobre o livro de II Coríntios.
2021-08-111h 17
Josué Loreto - Estudos BíblicosA fervorosa e problemática Corinto… Por Josué LoretoÁudio não editado extraído do Imersão presencial do dia 27/07/2021. Aula sobre o livro de 1 Coríntios
2021-07-281h 23
Josué Loreto - Estudos BíblicosOs doze profetas (menores) - Por Josué LoretoÁudio não editado extraído do Imersão presencial do dia 20/07/2021.
2021-07-211h 03
Josué Loreto - Estudos BíblicosEstudo sobre o livro de Lucas (Parte 2). Por Josué LoretoPequeno estudo sobre o livro de Lucas, áudio não editado extraído do Imersão presencial do dia 29/06/2021.
2021-06-301h 31
Josué Loreto - Estudos BíblicosJesus, o Servo sofredor - Isaías 53 - Por Josué LoretoÁudio não editado extraído do culto da família (27/06/2021) - Igreja Maanaim
2021-06-281h 05
Ty podcasts 2020History of LoretoThis is a podcast about the history of Loreto from 1930's to present day.
The following podcast was created by Emma Murtagh, Katie Owens, Óníosa O' Reilly, Julia Siepierowska and Mehik Moghal.
2020-12-1111 min
Ty podcasts 2020Spill the beans ~ UniformsSpill the beans is our opinions on the Loreto uniforms. We discuss whether uniforms are necessary and the different fashion trends at the moment in the school. With Saoirse McGahern, Grainne O'Reilly & Ellen McClean
2020-12-1008 min
Ty podcasts 2020Where in the World!Our podcast is all about the different cultures in Loreto. With interviews from all over the world.
Recorded by Saoirse O'Reilly, Liorah Smith, Nadine Reilly, Aoife McGurren, Seodhna Smith.
2020-12-0308 min
Ty podcasts 2020Past Loreto students' memories. Stories from teachers who were also past Loreto students.
In this podcast we interviewed Ms Fay, Ms Geoghegan and Ms Hyland.
A podcast by - Caoimhe Baker, Caoimhe McCabe, Chloe Caudilla, Kathlyn Keith. (Aran)
2020-12-0322 min
Ty podcasts 2020Mental Health in LoretoThis is a short podcast about Mental Health and how wellbeing is being taught in our school; Loreto College Cavan. We go over what mental health is, what are the causes of poor mental health and how it can be improved.
This was made by Sinead Kelly, Dana Velicu, Meabh McEnroe, Leah McGurren and Julia Wegrzyn TY 2020/2021
2020-12-0308 min
Meditaciones guiadas para el alma.Desde el corazón. Sintoniza con el latido universal en 5 mn.Meditación guiada para conectar con el latido unificado, con el mar y con lo más profundo del alma.
Loreto Alonso-Alegre Arana
www.elrincondelaluz.es
Música libre de derechos: Kevin MacLeod
www.incompetech.com
2020-11-2705 min
TY 2019/20 Media ClassLife as a Loreto LadyA short podcast about the different departments and activities that are in our school Loreto College Cavan.
2019-12-1906 min
TY 2019/20 Media ClassLoreto: Past vs PresentThis is a podcast about loreto college Cavan and all the changes that has taken place.
2019-12-1903 min
TY 2019/20 Media ClassTy activities - what we didThis is a short podcast about our TY trips in Loreto Cavan.
2019-12-1009 min
TY 2019/20 Media ClassT&T TalksThis podcast is talking about the sporting activities Loreto this year. It includes information about important club matches. Hope you enjoy :)
2019-12-1005 min
TY 2019/20 Media ClassGhost stories in Loreto College CavanThis podcast is about ghost stories in Loreto Cavan. This is for entertainment purposes.
2019-12-0304 min
21 días de meditación, conectando con el interiorDía 21: Volver a empezarReto 21 días de meditación, conectando con el interior.
Día 21: Volver a empezar
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Kevin MacLeod
www.incompetech.com
2019-09-1818 min
21 días de meditación, conectando con el interiorDía 20: Transformando el miedoReto 21 días de meditación, conectando con el interior.
Día 1: Protección, abundancia y seguridad
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Jason Shaw
www.audionautix.com
2019-09-1815 min
21 días de meditación, conectando con el interiorDía 19: Calmando el EgoReto 21 días de meditación, conectando con el interior.
Día 19 almando el Ego
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
www.bensound.com
2019-09-1818 min
21 días de meditación, conectando con el interiorDía 18: El regalo del amorReto 21 días de meditación, conectando con el interior.
Día 18: El regalo del amor
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
bensoun.com
2019-09-1715 min
21 días de meditación, conectando con el interiorDía 15: Paz, armonía, alegría y amorReto 21 días de meditación, conectando con el interior.
Día 15: Paz, armonía, alegría y amor
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Jason Shaw
www.audionautix.com
2019-09-1715 min
21 días de meditación, conectando con el interiorDía 17: La incertidumbreReto 21 días de meditación, conectando con el interior.
Día 17: La incertidumbre
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Jason Shaw
www.audionautix.com
2019-09-1716 min
21 días de meditación, conectando con el interiorDía 16: Enviando amorReto 21 días de meditación, conectando con el interior.
Día 16: Enviando amor
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Jason Shaw
www.audionautix.com
2019-09-1714 min
21 días de meditación, conectando con el interiorDía 14: PerdonarseReto 21 días de meditación, conectando con el interior.
Día 14: Perdonarse
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Kevin MacLeod
www.incompetech.com
2019-09-1717 min
21 días de meditación, conectando con el interiorDía 13: Reconocimiento a los ancestrosReto 21 días de meditación, conectando con el interior.
Día 13: Reconociendo a los ancestros
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Jason Shaw
www.audionautix.com
2019-09-1715 min
21 días de meditación, conectando con el interiorDía 12: El Yo verdaderoReto 21 días de meditación, conectando con el interior.
Día 12: El Yo verdadero
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
www.bensound.com
2019-09-1715 min
21 días de meditación, conectando con el interiorDía 11: El éxitoReto 21 días de meditación, conectando con el interior.
Día 11: El éxito
Loreto Alonso-Alegre
www.elrincondelaluz.es
Música libre de derechos
Kevin MacLeod
www.incompetech.com
2019-09-1718 min
21 días de meditación, conectando con el interiorDía 10: La estrellaReto 21 días de meditación, conectando con el interior.
Día 10: La estrella
Loreto Alonso -Alegre
www.elrincondelaluz.es
Música libre de derechos
Kevin MacLeod
www.incompetech.com
2019-09-1714 min