Tax Planning for You and Your Family 2008

• Creating a sound financial plan for your family’s future and your retirement.
• Making the most of the special tax breaks available for students, working parents, first-time home buyers, seniors and people with disabilities.
• Developing an investment strategy and planning for investments in tax-effective vehicles like stocks, bonds, mutual funds, income funds and life insurance products.
• Deferring taxes through popular savings vehicles like RRSPs and Registered Pension Plans.
• Reducing taxes on your income from your job or your business by maximizing your claims for items such as automobiles, moving costs, and home office expenses.
• Structuring your charitable donations, both during your lifetime and in your will, to help maximize the value of the gift to the charity and the tax benefits to you or your estate.
• Shielding your earnings and property from U.S. income and estate taxes.
• Creating a plan to leave more to your heirs and less tax to the tax authorities through strategies such as estate freezing, family trusts, and business succession planning.
• Fulfilling your obligations to a deceased person’s estate and beneficiaries as an executor and estate trustee.
• Dealing with tax collectors, from filing your return to launching an appeal of taxes in dispute.