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This Year-End Tax Planner is designed primarily for individuals who have accumulated some wealth or who own their own businesses (large or small). This edition is current to November 2, 2010, and provides year-end tax planning checklists for:
- Owner-managed businesses
- Parents and spouses
- Individuals and businesses with:
– International Connections
– US Connections
Other features include:
- A calendar of upcoming tax filing and other deadlines
- Integration tables relating to active business income and investment income
- Key personal and corporate income tax rates
- Titles of additional PwC publications, which are available at pwc.com/ca/publications
- A list of PwC podcasts available at pwc.com/ca/taxtracks
Access the document here.
Of course, tax is only one aspect of a complete financial plan. Other elements should reflect investment philosophies, sound business practices, cash flow management and motivational considerations. Given that uncertainty in the economic environment persists, cash flow management remains especially important. When making decisions on remuneration and cash flow management, business owners and managers should ensure they have retained sufficient funds to meet business objectives.
|Year-End Tax Planner: 2009 — for Individuals and Owner-Managed Businesses (388 KB)
Download the full PDF.
|Year-End Tax Planner: 2008 — for Individuals and Owner-Managed Businesses (398 KB)
Download the full PDF.
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“PwC” refers to PricewaterhouseCoopers LLP, an Ontario limited liability partnership, which is a member firm of PricewaterhouseCoopers International Limited, each member firm of which is a separate legal entity.