Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN. In this podcast, we provide a place for business owners and entrepreneurs to get the facts they need to understand and overcome their tax planning challenges. Join us for this journey as Frankie Loreto and Sarah Netley draw from years of expertise and guest experts to help make complex tax planning concepts make sense. Baker Tilly KDN is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in the Kawartha, Durham and Northumberland regions of Ontario. Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Ltd.
From the Source with Frankie and Sarah
Claim This Podcastby Frankie Loreto, Sarah Netley
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Podcast Overview
Welcome to From the Source with Frankie and Sarah from Baker Tilly KDN. In this podcast, we provide a place for business owners and entrepreneurs to get the facts they need to understand and overcome their tax planning challenges. Join us for this journey as Frankie Loreto and Sarah Netley draw from years of expertise and guest experts to help make complex tax planning concepts make sense. Baker Tilly KDN is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in the Kawartha, Durham and Northumberland regions of Ontario. Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Ltd.
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Publishing Since
5/1/2023
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Recent Episodes
May 7, 2026
Spring Economic Update 2026 (Ep. 38)
<p><span style="font-weight: 400;">What actually changed in the Spring Economic Update, and what just sounds important? This episode breaks down what matters, what doesn’t, and where business owners should actually be paying attention.</span></p> <p><span style="font-weight: 400;">In this episode, Frankie and Sarah are joined by Rebecca Adrian, CPA, CFP, National Tax Manager at Baker Tilly Canada, to discuss the latest Spring Economic Update and what it means from a practical tax and planning perspective. Together, they cut through the noise to highlight where there are real implications and where things are more about positioning than immediate action.</span></p> <p><span style="font-weight: 400;">Frankie, Sarah, and Rebecca discuss: </span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The overall tone of the Spring Economic Update and why it feels more like a positioning document than a traditional budget</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Key themes, including balancing long-term economic stability with short-term affordability measures</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">What business owners and taxpayers should (and shouldn’t) be reacting to right now</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Updates to the Disability Tax Credit and why improved access matters in practice</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Expanded affordability measures, including changes tied to the GST credit</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The Labour Mobility Tax Credit and what it signals about broader economic priorities</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">What’s missing around expected tax legislation and guidance</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Ongoing concerns with dividend suspension rules and the unintended administrative burden they may create</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Employee Ownership Trusts being made permanent, and what that could mean for succession planning</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why this period may signal a return to more stability and better opportunities for proactive planning</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://budget.canada.ca/update-miseajour/2026/home-accueil-en.html?utm_source"><span style="font-weight: 400;">Spring Economic Update (Government of Canada)</span></a></li> </ul> <p><b>Connect with Frankie Loreto and Sarah Netley: </b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.bakertilly.ca/en/courtice-ontario/"><span style="font-weight: 400;">Courtice.BakerTilly.ca</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/baker-tilly-canada/"><span style="font-weight: 400;">LinkedIn: Baker Tilly Canada</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/francesca-loreto-cpa-ca-86a18458/"><span style="font-weight: 400;">LinkedIn: Frankie Loreto</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/sarah-netley/"><span style="font-weight: 400;">LinkedIn: Sarah Netley</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Call: </span><a href="tel: (905) 579-5659"><span style="font-weight: 400;">(905) 579-5659</span></a></li> </ul> <p><b>Connect with Rebecca Adrian:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/rebecca-adrian-cpa-cfp-4052b568/"><span style="font-weight: 400;">LinkedIn: Rebecca Adrian</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/baker-tilly-canada/"><span style="font-weight: 400;">LinkedIn: Baker Tilly Canada</span></a></li> </ul> <p><b>About our Guest: </b></p> <p><span style="font-weight: 400;">Rebecca Adrian is a CPA and CFP and serves as National Tax Manager at Baker Tilly Canada. She specializes in tax planning and policy analysis, with a focus on translating complex legislation into practical insights for advisors and business owners. Rebecca works closely with teams across the country to interpret federal tax developments and guide strategic planning decisions.</span></p>
April 9, 2026
What Qualifies as a Farm for Tax Purposes? With Bud Arnold (Ep. 37)
<p><span style="font-weight: 400;">What actually qualifies as a “farm” for tax purposes, and why does it matter more than most people think?</span></p> <p><span style="font-weight: 400;">In this episode, Frankie and Sarah are joined by Bud Arnold, Tax Partner at Baker Tilly, to continue their conversation on Canadian farming tax rules, this time focusing on planning opportunities and how to access preferential tax treatments. This episode highlights how small structural and operational decisions can significantly impact long-term tax outcomes for farm owners and their families.</span></p> <p><span style="font-weight: 400;">Frankie and Sarah discuss:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">What the CRA considers a “farm” for income tax purposes, and how it differs from property tax or land transfer definitions</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why eligibility depends on who is using the land and how it’s being used</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How corporations and partnerships can play a role in qualifying for tax advantages</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Common mistakes that can disqualify farmland from the lifetime capital gains exemption</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Planning strategies to convert passive rental income into active farming income</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Challenges with mixed-use properties, including principal residence vs. farmland allocation</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How non-farming assets inside a farm corporation can create issues</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Additional considerations, like HST and land transfer tax, when selling or transferring farmland</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://fromthesource.blubrry.net/2026/03/02/farm-transfers-under-the-income-tax-act-planning-for-the-next-generation-ep-36/"><span style="font-weight: 400;">Farm Transfers Under the Income Tax Act: Planning for the Next Generation (Ep. 36)</span></a></li> </ul> <p><b>Connect with Frankie Loreto and Sarah Netley: </b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.bakertilly.ca/en/courtice-ontario/"><span style="font-weight: 400;">Courtice.BakerTilly.ca</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/baker-tilly-canada/"><span style="font-weight: 400;">LinkedIn: Baker Tilly Canada</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/francesca-loreto-cpa-ca-86a18458/"><span style="font-weight: 400;">LinkedIn: Frankie Loreto</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/sarah-netley/"><span style="font-weight: 400;">LinkedIn: Sarah Netley</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Call: </span><a href="tel: (905) 579-5659"><span style="font-weight: 400;">(905) 579-5659</span></a></li> </ul> <p><b>Connect with Bud Arnold:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://ca.linkedin.com/in/budarnold"><span style="font-weight: 400;">LinkedIn: Bud Arnold</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/baker-tilly-canada/"><span style="font-weight: 400;">LinkedIn: Baker Tilly Canada</span></a></li> </ul> <p><b>About our Guest: </b></p> <p><span style="font-weight: 400;">Bud Arnold is a Tax Partner at Baker Tilly, Elora, with a specialty in agriculture and farming. He works closely with farm owners on tax planning and succession strategies, helping clients navigate complex rules and access available tax advantages within the farming sector. </span></p>
March 2, 2026
Farm Transfers Under the Income Tax Act: Planning for the Next Generation (Ep. 36)
<p><span style="font-weight: 400;">Farm succession planning is not just about who gets the land; it is about how to transfer it without creating an unmanageable tax bill. This episode explains why farm property is treated differently under the Income Tax Act and how those differences can shape estate and succession decisions.</span></p> <p><span style="font-weight: 400;">In this episode, Frankie and Sarah are joined by Jamie Lee, Tax Manager at Baker Tilly Cadian, to walk through the unique tax rules that apply to qualifying farm property in Canada. From rollover provisions to the lifetime capital gains exemption, they break down what farm families need to understand before transferring property to the next generation.</span></p> <p><span style="font-weight: 400;">What to expect:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why farm property rollovers extend beyond spouses to children, grandchildren, and great-grandchildren</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How transferring property between cost and fair market value can create planning flexibility</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">What the “principally used” test means and why 50 percent matters</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Key differences between pre 1987 and post 1987 capital gains exemption rules</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How the gross revenue test can complicate eligibility</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why rising land values create liquidity concerns at death</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How promissory notes are often used in farm transfers</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The 36-month holding rule and why timing matters</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Additional considerations, including alternative minimum tax, OAS clawback, and potential HST implications</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Connect with Frankie Loreto and Sarah Netley: </b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.bakertilly.ca/en/courtice-ontario/"><span style="font-weight: 400;">Courtice.BakerTilly.ca</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/baker-tilly-canada/"><span style="font-weight: 400;">LinkedIn: Baker Tilly Canada</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/francesca-loreto-cpa-ca-86a18458/"><span style="font-weight: 400;">LinkedIn: Frankie Loreto</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/sarah-netley/"><span style="font-weight: 400;">LinkedIn: Sarah Netley</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Call: </span><a href="tel: (905) 579-5659"><span style="font-weight: 400;">(905) 579-5659</span></a></li> </ul> <p><b>About our Guest: </b></p> <p><span style="font-weight: 400;">Jamie Lee is a Tax Manager at Baker Tilly Cadian with a growing focus on farm taxation and succession planning. Coming from a farming background herself, she brings both personal understanding and professional expertise to her work with farm clients.</span></p> <p><span style="font-weight: 400;">Jamie Lee regularly advises on complex farm tax matters, including rollover provisions, capital gains exemption planning, and intergenerational transfers. She works closely with farm families to help them navigate evolving tax rules while supporting long term continuity and thoughtful succession strategies.</span></p>
38 total episodes available
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