From the Source with Frankie and Sarah

Publicly listed emails

podcasts@proudmouth.com

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How Life Insurance Fits Into Tax and Estate Planning for Business Owners (Ep. 41)

September 28, 2026

For business owners, life insurance can become much more than income protection. As your business and wealth grow, questions around future tax liabilities, estate equalization, business obligations, and transferring wealth can make the right insurance structure increasingly important. In this episode, Frankie and Sarah welcome Hemal Balsara, Head of Tax, Retirement and Estate Planning at Manulife, to explore how life insurance can support different planning needs. They look at term and perman...

What Canada’s 2026 Draft Tax Changes Could Mean for Your Business with Rebecca Adrian (Ep. 40)

August 24, 2026

Canada’s July 2026 draft tax legislation includes several proposed changes that could affect businesses and individual taxpayers. From Disability Tax Credit applications and transfer pricing paperwork to the new $5,000 Red Seal Completion Bonus, understanding what’s being proposed can help you identify which changes may be worth discussing with your tax advisor. In this episode, Frankie and Sarah welcome Rebecca Adrian, CPA, CFP, Senior Manager with Baker Tilly’s National Tax group, to explai...

Immediate Expensing and Tax Changes for Manufacturers with Rebecca Adrian (Ep. 39)

July 09, 2026

Planning to build, purchase, or expand a manufacturing facility? Proposed Canadian tax changes could create a meaningful opportunity for eligible businesses, but understanding the rules before making a major investment is essential. In this episode, Frankie and Sarah are joined by Rebecca Adrian, CPA, CFP, a member of Baker Tilly’s National Tax team, to unpack proposed legislation in Bill C-31 and what it could mean for Canadian manufacturers. Together, they discuss immediate expensing ...

Teaching Tax Flow: The Podcast · Low booking difficulty · 100 - 1,000 listeners

How do I get in touch with From the Source with Frankie and Sarah?

From the Source with Frankie and Sarah is hosted by Frankie Loreto and Sarah Netley. Its publicly listed email is podcasts@proudmouth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for From the Source with Frankie and Sarah?

The publicly listed email for From the Source with Frankie and Sarah: podcasts@proudmouth.com.

How many listeners does From the Source with Frankie and Sarah have?

Podseeker estimates From the Source with Frankie and Sarah reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for From the Source with Frankie and Sarah?

From the Source with Frankie and Sarah typically books working professionals with real expertise. Typical guest background: CPAs, tax partners, national tax specialists and other accounting or advisory professionals with specialized knowledge of Canadian tax legislation and business planning. Common among recent guests: CPA or equivalent professional designation; Senior tax, accounting or advisory leadership; Specialized expertise in Canadian business, agricultural or succession taxation. Recent guests include Rebecca Adrian, Rebecca Adrian, and Bud Arnold.

How hard is it to get booked on From the Source with Frankie and Sarah?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does From the Source with Frankie and Sarah cover?

Recent episodes cover Tax Planning, Taxation, Agriculture, Succession Planning, and Accounting. Pitch an idea tied to one of these topics and mention a recent episode.