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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
  • Employees
  • Investors
  • Parents and spouses
  • Students
  • Seniors
  • 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.

Previous editions:

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.

About PwC
PwC firms provide industry-focused assurance, tax and advisory services to enhance value for their clients. More than 161,000 people in 154 countries in firms across the PwC network share their thinking, experience and solutions to develop fresh perspectives and practical advice. See http://www.pwc.com/ for more information. In Canada, PricewaterhouseCoopers LLP (www.pwc.com/ca) and its related entities have more than 5,300 partners and staff in offices across the country.

“PwC” is the brand under which member firms of PricewaterhouseCoopers International Limited (PwCIL) operate and provide services. Together, these firms form the PwC network. Each firm in the network is a separate legal entity and does not act as agent of PwCIL or any other member firm. PwCIL does not provide any services to clients. PwCIL is not responsible or liable for the acts or omissions of any of its member firms nor can it control the exercise of their professional judgment or bind them in any way.

“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.