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.

Solutions for Your Success

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

    • Confidence

      September 27, 2022

      Budget 2022 Tax Measures Impacting Financial Institutions and Credit Unions

      Uncertain about whether tax measures in the 2022 Federal Budget will impact credit unions? Here’s what we’ve learned.

    • Progress

      September 06, 2022

      New Trust Reporting Rules – Are You Ready?

      Find out more about proposed new federal trust reporting rules which would increase disclosure requirements, and what you can do to prepare for them.

    • Performance

      August 31, 2022

      Key takeaways from Canada's amended retail payment systems regulation

      Payment service providers and money services businesses must pay attention to recent amendments to Canada’s Retail Payment Activities Act, and future announcements.