For Entrepreneurs 

Rapidly changing tax legislation means that personal tax advice is essential for business owners and entrepreneurs who have accumulated wealth. Such individuals need to develop a sound financial plan to increase their personal and family wealth and preserve the value of their estates.

 

KPMG Enterprise professionals understand – and we’re here to help you save money, maximize wealth and gain peace of mind that those important to you are taken care of.

 

 

Insight

That'll never work

 

Realizing value in your exit strategy

 


 

Every entrepreneur who has started and built a successful business will grapple with the question of how best to transition the future of their company and monetize their success and hard work. According to the RBC/CICA Business Barometer for Q1 2010 business leaders shared the two biggest challenges to succession planning are: getting the appropriate value and finding the right successor. Learn more.

 

Finance proposes to Overhaul Rules for CPP Pensioners 
If you plan to start receiving early benefits under the Canada Pension Plan (CPP) between the ages of 60 and 65, and if you apply for these benefits in 2012 or later, proposed changes to the CPP could reduce the benefits you will receive. The proposed amendments, which would affect new retirees considering taking their CPP before they turn 65, will be gradually phased in over five years, starting in 2012.

 

QuantumShift


An exclusive leadership development program for Canadian entrepreneurs at the Richard Ivey School of Business. It's all about the best entrepreneurs in the nation guiding exceptional businesses to the next level of success.

Learn more…

 

News & Publications

Have you heard?

 

Your Private Company Adviser

 

The Funding Portal

Access Canada's Largest Source of Public Funding Programs

The Funding Portal is a national bilingual portal that helps entrepreneurs and business owners search and access Canada's $16 billion government funding marketplace. In today's changing economic landscape, sourcing financing from government funding programs can give you the edge you need to take your business to the next level. Find out more or apply for funding.

 

 

FuEL Award Winners demonstrate staying power?

Who are Canada's Best Young Entrepreneurs?

KPMG Enterprise is proud to join Profit Magazine in the hunt for Canada's Future Entrepreneurial Leaders.  Open to business leaders under the age of 30, the 2012 FUEL Awards will be announced in November.

 

 

How we can help

KPMG Enterprise professionals provide comprehensive strategic tax and financial planning advice for high net worth individuals, trusts and partnerships. Drawing on advanced technology and our broad experience advising clients with private wealth or in the owner-managed business market, we can help you define your financial goals, design strategies to achieve those goals and set the plan in motion. We also advise and provide tax effective strategies for important transactions and situations, such as the sale of a business or appreciated property.

 

We can take care of your needs from the preparation of personal tax returns, information returns and elections using advanced technology to the calculation of tax liabilities and instalments. Our customized tax software allows us to analyze "what-if" scenarios and incorporate changes in legislation and personal status. The knowledge we gain in preparing personal tax returns also allows us to be proactive in identifying planning opportunities to manage your personal and family tax burdens.

 

Wealth, Gift & Inheritance Planning
In some cases where a family business has been sold, the family's largest asset after the sale is the net sale proceeds. In other cases, wise investment decisions have resulted in the accumulation of significant wealth. Since the bulk of such estates will ultimately accrue to the children, families should have a plan to deal with issues such as the age at which children should have access to this wealth and whether controls or restrictions should be placed on the use of these resources for certain periods of time.

 

We can help develop a plan for the intergenerational transfer of wealth that will meet the objectives of managing tax, preserving value and ensuring the financial well-being of minor children and adult children who are dependent by reason of mental and physical infirmity. If you are an owner-manager of a business, you may also benefit from a review of your succession planning, especially if your children are involved in the business.

 

Personal & Retirement Planning
Planning for your fiscal future requires an in-depth understanding of today's complex financial marketplace. KPMG Enterprise professionals help individuals and corporations develop comprehensive plans to meet real-life financial challenges and goals. We listen to understand your expectations and needs.  Our team can help analyze a particular monetary situation and outline a practical, understandable plan to help achieve your financial goals.

 

Trust & Estate Services
High net worth individuals who do not have a comprehensive estate plan risk a significant reduction of estate assets by income taxes, probate fees and other related costs. A large income tax assessment could result in the liquidation of assets by an estate that is not intended under the will. KPMG Enterprise can help manage and minimize taxes arising on death leaving as much as possible to heirs.

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