Top 10 things to consider for your will and estate plan

Planning today for your future tomorrow can reduce taxes during your lifetime, lessen income tax and probate fees and help ensure that your estate planning objectives will be met. Do you know the top things you could be doing now to make this happen?

Click here to download this brochure and read more about the 10 steps.

Wealth and tax matters for individuals and private companies

2011, Issue 2

 

Hot off the press, the latest edition of Wealth and tax matters, a periodic publication written by PwC's team of high net worth advisors, is now available. The easy-to-read publication has developed a loyal following of high net worth individuals, business owners, bankers and tax practitioners looking for ways to preserve wealth and minimize tax liabilities.

 

Features in this edition include:

• family matters, such as the basics of will planning and issues that arise during business succession
• new initiatives proposed by the Canada Revenue Agency with respect to high net worth individuals
• changes to the "kiddie tax" regime
• tax traps involving shareholders' agreements
• cross-border tax matters, such as owning a US rental property and considerations for individuals departing Canada

To read the latest edition of Wealth and Tax Matters, click here. To subscribe to receive the publication regularly, or to view previous issues, visit www.pwc.com/ca/wtm.

 

What individuals and owner-managed businesses need to do now to save tax

Year-End Tax Planner 2011 - Now Available!

The Year-End Tax Planner is designed primarily for individuals who have accumulated some wealth or who own their own businesses. This edition is current to November 1, 2011, and provides tax planning tips for owner-managed businesses, employees, investors, parents and spouses, students, seniors and individuals and businesses with international (including US) connections.

What does it mean for private companies?

2011 Federal Budget

Yesterday's federal budget did not contain many changes for private business owners. The scheduled corporate tax rate reductions will continue and personal tax rates remain unchanged. There were a couple of positive announcements and several new measures to shut down tax loop holes or planning strategies.

Below we have highlighted some of the changes that we think will be of most interest to you. The PwC 2011 Federal Budget web page provides a more in-depth discussion of the budget.