Cross-border order: Tax issues for Canadians with U.S. ties (Ep. 6)

Unlocking Tax Savings with IPPs and Flow-Through Shares (Ep. 10)

In this episode, Rocky Bhatia interviews Ethan Astaneh, a seasoned wealth advisor at Nicola Wealth, about innovative tax strategies for Canadian business owners. They explore the benefits and complexities of Individual Pension Plans (IPPs) and flow-through shares, providing valuable insights into optimizing retirement and investment planning. Major Topics * Individual Pension Plans (IPPs) as a retirement tool * Flow-through shares and tax credits for resource companies * Tax strategies for high-income business owners * Impact of recent tax regime changes on corporate planning in Canada * Holistic approach to wealth and tax planning

Attract and retain top new generational talent (Ep. 9)

Rocky Bhatia sits down with five Baker Tilly co-op students for an insightful conversation about new generations. The discussion challenges common stereotypes about Gen Z (job hopping, non-traditional work priorities) and takes a close look at how technology, hybrid work and flexibility shape career expectations. Explore what motivates the next generation, how they approach professional growth and what employers can do to attract and retain top talent.

A journey of climbing to new heights (Ep. 8)

Rocky Bhatia sits down with Jatinder Bassi, President of Echelon Insurance, to discuss career progression and professional growth. The illuminating conversation offers practical insights on transitioning from public accounting to industry, navigating leadership challenges, mentorship, the value of professional associations and building long-term success.

Successful succession, when the time is right (Ep. 7)

Rocky Bhatia sits down with Howard Ma, Director at Baker Tilly Canada Capital, to discuss succession and exit planning strategies for business owners. The conversation offers expert insights into determining valuations, deal structures, the right timing for selling a business, creating competitive markets for buyers, plus much more.

Cross-border order: Tax issues for Canadians with U.S. ties (Ep. 6)

Rocky Bhatia is joined by Baker Tilly colleagues John Demetri and Cathy Wong to demystify the complex world of cross-border taxation for Canadians with U.S. connections. They discuss exemptions offered by the Canada-U.S. tax treaty, U.S. estate tax exposure, departure tax imposed when Canadians move south of the border, plus much more.