This course covers a strategic and tax-efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.
This course covers a strategic and tax-efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.
The objective is to save capital and earn investment income with tax-efficiency and then to average down the tax paid on both by arranging to share with family members within the tax rules allowed. As important: planning to avoid tax erosion of the capital at transition times.
Founded by tax expert, award-winning financial educator and best-selling author, Evelyn Jacks in 2003, Knowledge Bureau™ is a widely respected financial education institute and publisher based in Canada.
Our world-class education solutions are innovative, informative, and in-depth, with a multi-disciplinary approach to professional development in the tax, accounting, bookkeeping and financial services.
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