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Important Notice: Some of the content on this page may no longer be current due to proposals announced by the federal Department of Finance on December 13, 2017, to restrict income sprinkling and to the federal budget delivered on February 27, 2018. MD Financial Management is monitoring the proposals and budget details, and will update content in due course.

To learn how the 2018 federal budget may affect you, please read MD’s budget summary. If you have any questions about how you or your financial plan may be affected, please contact your MD Advisor.

Private corporations and tax planning: what physicians need to know

In July 2017, the federal government proposed significant changes that could affect regularly implemented tax strategies used by private corporations, with the aim of “bringing greater fairness to the tax system.” MD has been tracking developments closely, on behalf of our physicians who are incorporated.

Wealth management strategies

Most physicians who incorporate their practice do so primarily for the tax advantages. Once the decision to incorporate has been made, however, there are additional strategies that can help you to derive more value from that decision.

Estate planning for incorporated physicians

Incorporation adds a level of complexity to estate planning, so you’ll need to take certain steps to ensure that you minimize the impact of taxes on your estate.

When I decided to incorporate, MD helped me every step of the way.
Dr. Edward Kucharski, Family Physician
When I decided to incorporate, they helped me every step of the way.