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Owner-Managers — Time Sensitive Tax Tips for 2018

Owner-Managers — Time Sensitive Tax Tips for 2018

Year-end tax planning tips for owner-managers to consider.


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​As an owner-manager, it is important for you to consider year-end tax planning to make sure you are receiving distributions from your company in a tax-effective manner. In 2018, this is especially crucial since you may need to consider how the new Tax on Split Income (TOSI) rules and the new passive investment income rules could affect your tax planning for this year.

Tax issues to consider before 2019

  • Your compensation
  • Family tax considerations
  • Business tax considerations
  • Your estate
  • Other planning opportunities

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