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

    • Performance

      April 16, 2024

      Software in British Columbia: Taxation in perpetual motion

      What software is taxable in British Columbia for PST purposes? Discover the changes introduced in the province’s 2024 budget.

    • Performance

      April 16, 2024

      2024 Federal Budget Highlights

      View MNP’s full tax analysis of the 2024 federal budget.

    • Performance

      April 10, 2024

      What should importers expect with CARM R2 and the CN24-14 blackout period announcement?

      How will the upcoming changes at the Canada Border Services Agency (CBSA) impact businesses that import goods into Canada?