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Year-end tax planning reminders

TAXNews

As we approach the end of the calendar year, it is common to consider year-end tax planning. While it is not possible to cover all situations in a short newsletter, we thought it would be helpful to highlight 10 reminders in light of recent tax changes that have been enacted. The new passive investment income rules for private corporations were announced in the Federal 2018 Budget and are generally applicable for taxation years of private corporations beginning after 2018. In addition, changes have been made to the tax on split income (TOSI) rules that have greatly expanded their application and may generally apply to individuals (other than trusts) who are resident in Canada at the end of the year and earning certain amounts from corporations, trusts and partnerships. The expanded TOSI rules are applicable for the 2018 and subsequent taxation years and may apply for the first time in 2018. In order for these rules not to apply, the amount earned needs to be considered an excluded amount or you must not be considered a specified individual.

 

READ MORE  ›  SLF Year-End Tax