Investment Tax Strategies

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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.

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Course Details

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.

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MFAâ„¢-Pension & Estate Services Specialist Program
  • Norwood East Branch

    187 St Mary's Rd, Norwood East, Winnipeg

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