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William Brown
Daisuke (Dice) Shimakawa, PFP
Samia Beg, MBA
Daniela Leung, CFP

Tel: 416-359-6833
Fax: 416-359-4942

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Tax Planning

Personal Tax Calendar 2019

Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2019 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
 
 

Tax Tips For Investors

Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.

 

Tax Proposals Affecting Private Corporations

The federal government released an important tax consultation paper on July 18, 2017. The consultation paper outlined proposed policy responses for certain tax planning strategies involving private corporations that it perceives unfairly reduce personal taxes of high income earners through a variety of tax reduction strategies unavailable to other Canadians.

 

Tax Planning Involving Family Trusts

Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In particular, the use of a discretionary family trust to reduce the after-tax cost of children’s educational and other expenses is a common tax strategy and the focus of this publication.