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.
After completion of the course, you’ll be able to understand federal and state tax laws, conduct a thorough taxpayer interview, offer tax advice, and comply with ethical and due diligence obligations for tax preparers.
Students will follow the guidelines set out by the Canada Revenue Agency (CRA) to complete a Corporate tax return. They will use hands-on exercises plus PROFILE tax software to enter the organization’s information into a T2 form, to file a Corporate tax return.
Individual Income Tax Return Preparation (Starter) courses give you an introductory overview and practical exposure to the process of individual income tax return preparation in Canada.
This course covers the federal income tax law concerning income of individuals from employment, business, property and other sources. Tax law implementations and effects on corporations, shareholders, and business and financial decisions are covered.
Our Taxation course introduces you to the basics of the Canadian income tax system as set out in the Income Tax Act and income tax interpretation bulletins.
© 2025 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy