Year-End Tax Planner: 2009 — for Individuals and Owner-Managed Businesses

This Year-End Tax Planner is designed primarily for individuals who have accumulated some wealth or who own their own businesses (large or small). It is current to October 26, 2009, and provides year-end tax planning checklists for:

• Owner-managed businesses
• Employees
• Investors
• Parents and spouses
• Students
• Seniors
• Individuals and businesses with:
  • International Connections
  • US Connections

Year-End Tax Planner: 2009 — for Individuals and Owner-Managed Businesses (388 KB) Download the full PDF Tax Memo.

Previous editions:

Year-End Tax Planner: 2008 — for Individuals and Owner-Managed Businesses (398 KB) Download the full PDF Tax Memo.