Income Trusts: Planning for 2011 and beyond

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Addressing the business, tax and strategic issues facing income trusts

When federal Finance Minister Jim Flaherty announced a tax on publicly listed income trusts and limited partnerships in October 2006, the impact was swift and dramatic. Since then, trustees and income trust managers have come to realize that any transaction requires substantial planning and organization.

The following publication is designed to help investors and managers with their decision-making process by summarizing the key business, strategic and tax issues facing income trusts and the advantages and disadvantages of various options.

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451 KB Planning for 2011 and beyond (451 KB)
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