Year-end Tax Planning

Year-end Tax Planning NewsletterThe aim of tax planning is straightforward: to minimize your tax burden or to defer taxes to a later tax year. Tax planning can also include preventing events that could create unwelcome tax consequences.

As the end of each year approaches, we offer our annual Year-End Tax Planning newsletter as a reminder to review your personal tax situation. Personal tax planning is important to the management of your financial affairs and should be considered throughout the year and not just late in the year.

Each issue of the newsletter assists those individuals resident in Ontario who want to take advantage of planning opportunities that exist for minimizing income taxes for the current and subsequent years. The newsletter is based on existing legislation and the current interpretation of the Income Tax Act (the Act) by the Canada Revenue Agency (CRA) and by the courts.

Year-end Tax Planning 2015

Topics covered:

Download the 2015 year-end tax planning newsletter (PDF 1.1 MB)

Year-end Tax Planning 2014

Download the 2014 year-end tax planning newsletter (PDF 549 KB)

Year-end Tax Planning 2013

Download the 2013 year-end tax planning newsletter (PDF 830 KB)

Year-end Tax Planning 2012

Download the 2012 year-end tax planning newsletter (PDF 434 KB)

Year-end Tax Planning 2011

Download the 2011 year-end tax planning newsletter (PDF 344 KB)

Year-end Tax Planning 2010

Download the 2010 year-end tax planning newsletter (PDF 469 KB)

Year-end Tax Planning 2009

Download the 2009 year-end tax planning newsletter (PDF 460.8 KB)

Year-end Tax Planning 2008

Download the 2008 year-end tax planning newsletter (PDF 450.7 KB)