Opportunity Rocks with Rocky Bhatia

Hosted by Baker Tilly Tax partner Rocky Bhatia, Opportunity Rocks tackles key topics and issues impacting Canadian businesses. From increasingly complex tax legislation to the emergence of new technologies, today’s business landscape presents both unprecedented challenges – and new opportunities. Featuring Rocky’s signature “no-nonsense approach,” this podcast is all about empowering business owners and entrepreneurs with valuable insight, fresh perspective and trusted guidance.

Opportunity Rocks with Rocky Bhatia is a business podcast hosted by Rocky Bhatia, Baker Tilly, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Rocky Bhatia, Baker Tilly hosts Opportunity Rocks with Rocky Bhatia, a business show with 10 episodes published.

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  Episode #10

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

  May 5, 202638 minS1

  <p>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.</p><p><b>Major Topics</b></p>Individual Pension Plans (IPPs) as a retirement toolFlow-through shares and tax credits for resource companiesTax strategies for high-income business ownersImpact of recent tax regime changes on corporate planning in CanadaHolistic approach to wealth and tax planning

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  Episode #9

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

  Feb 18, 202638 minS1

  <p>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.</p>

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  Episode #8

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

  Jan 5, 202637 minS1

  <p>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.</p>

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  Episode #7

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

  Oct 8, 202527 minS1

  <p>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.</p>

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  Episode #6

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

  Jul 25, 202540 minS1

  <p>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.</p>

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