Business owners are busy, but they still appreciate learning concrete ways to stay on strong financial footing—especially when it comes to filing taxes effectively.

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Subject Line: Tax planning for your business

Dear XXX,

As a business owner, I know you have a lot to manage.

While you may have heard about CRA paying extra attention to business owners, you won’t have to panic about your taxes this season. As your financial planner, I’ll ensure the strategies needed to save you tax are in place, and that your return is in order.

It’s also important to set aside time to think about long-term tax planning and complex considerations; such as salaries for family members, income tax deductions and individual pension plans.

I’d like to meet to discuss some options. Beforehand, I’d like you to take a look at a few articles that lay the groundwork for the conversation we’ll be having:

Tax collectors eye business owners

Give the taxman less of your business

Where Revenue Canada finds money

Trim your tax bill

Drawing dividends still a smart move

Transferring frozen assets

Rest assured, your current taxes are in good hands. Let’s talk about taking your planning even further.



Originally published on Advisor.ca

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