Personal Tax
A strong personal tax strategy involves much more than simply preparing and filing your tax return. High net worth individuals, business owners, corporate directors and executives often face complex tax scenarios. We help you keep up with changes in tax legislation, develop an effective financial plan and protect your personal and family wealth, as well as your estate’s value. We provide advice on a range of personal tax considerations to ensure you’re meeting your tax obligations while minimizing your exposure.
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No Charge Tax Returns
We're offering healthcare students and medical residents and their spouses complimentary personal tax preparation and business advice. When you’re busy, that April 30 tax deadline can easily sneak up on you and we want to help you be ready.
Solutions for Your Success
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Canadian Personal Tax
We develop a customized plan tailored to your individual needs to ensure you get the most out of tax-saving opportunities, including: Personal tax planning and advisory services, Owner-manager tax planning and advisory services, Financial and retirement planning and Personal, trust and partnership tax compliance.
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U.S. Personal Tax
Whether you are a U.S. citizen or green card holder in Canada, or a Canadian resident, MNP tax advisors bring an in-depth understanding of tax laws on both sides of the border, helping you avoid or minimize double taxation.
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Trust and Estate Tax
Reduce the risk of probate fees and other related costs; our estate planning services include: Income tax planning, Will planning, Structuring estate freezes, Use of insurance as a planning and investment tool, Post-mortem planning, Reviewing trusts for income splitting and Charitable gift planning.
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Succession Planning
Succession planning is a complex process and should be started sooner rather than later. Your MNP tax advisor can assist you with: Tax planning and advisory services, Business valuation, Retirement planning and Business succession planning.
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Personal Wealth Planning
We work with you to optimize your portfolio by delivering a full range of planning strategies, including: Financial planning Asset protection Estate and business succession planning Tax planning for income splitting and intergenerational transfers of wealth
Insights
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Performance
August 31, 2022
Key takeaways from Canada's amendments to the Retail Payment Activities Act
Payment service providers and money services businesses must pay attention to recent amendments to Canada’s Retail Payment Activities Act, and future announcements.
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Progress
May 15, 2023
What do tax changes on intergenerational business transfers mean for you?
Budget 2023 is set to tighten the current rules on intergenerational business transfers. Here’s what you need to consider before new rules take effect in 2024.
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Performance
April 21, 2023
Underused Housing Tax Act
The latest on the Underused Housing Tax and the unanticipated impact of filing requirements on Canadian private corporations, partnerships and trusts.
