From the Source with Frankie and Sarah copertina

From the Source with Frankie and Sarah

From the Source with Frankie and Sarah

Di: Frankie Loreto Sarah Netley
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A proposito di questo titolo

 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.Copyright © From the Source with Frankie and Sarah Economia Gestione e leadership Management
Episodi
  • How Physicians Can Build Wealth Through Smart Tax Structures with Deanna Cregg (Ep. 34)

    How Physicians Can Build Wealth Through Smart Tax Structures with Deanna Cregg (Ep. 34)
    Jan 8 2026

    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 new resident, an established practitioner, or an advisor working with medical professionals, this conversation offers clear, practical insight into a highly specialized area of tax planning.

    What to Expect:

    • When physicians should consider incorporating their practice
    • How medical professional corporations differ from other professional corps
    • Income splitting and retirement planning benefits for spouses
    • Common misconceptions about investment income, ancillary services, and corporate structures
    • And more!

    Connect with Frankie Loreto and Sarah Netley:

    • Courtice.BakerTilly.ca
    • LinkedIn: Baker Tilly Canada
    • LinkedIn: Frankie Loreto
    • LinkedIn: Sarah Netley
    • Call: (905) 579-5659

    Connect with Deanna Cregg:

    • LinkedIn: Deanna Cregg, CPA, CA

    About Our Guest:

    As a partner at Baker Tilly KDN (BT KDN), Deanna Cregg serves a variety of small to mid-size businesses. Specializing in assisting professionals – doctors, lawyers, dentists, and veterinarians- Deanna provides comprehensive accounting and tax advisory services tailored to the unique needs of owner-managed businesses to achieve the greatest tax efficiencies available.

    Deanna graduated from Brock University with a Bachelor of Accounting (Honours) in 2012 and obtained her Chartered Accountant designation in 2013. She joined the Baker Tilly Canada network in 2009 as a co-op student and was hired full-time in 2012. Deanna became a partner with BT KDN in 2024.
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    22 min
  • What Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)

    What Canadian Businesses Get Wrong When Expanding to the U.S. with David Downie (Ep. 33)
    Dec 11 2025
    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 …

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    21 min
  • Inside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)

    Inside the 2025 Federal Budget with Rosa Maria Iuliano (Ep. 32)
    Nov 10 2025
    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, …

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    28 min
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