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| Paying taxes
is a fact of life. The way you organize your affairs, however, can
make a great difference. We can formulate and implement a comprehensive
personal tax plan for you with a view to minimizing and deferring
income tax liabilities. |
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| What
is Income Tax Planning? |
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Tax
Minimization - Taxes never to be paid that would otherwise
be payable |
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Tax
Deferral - Taxes which become payable at a date later
than when they would otherwise be payable |
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| Investment
Income Planning |
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Analysis
of the tax burden on different types of investment income
(interest, dividends, capital gain) |
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Debt
and interest deductibility planning |
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Principal
residence election options |
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Who
in the family should earn investment income to effect
maximum retention? |
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| RRSP
& Retirement Planning |
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Spousal
RRSPs and how to use your RRSP as an averaging tool |
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Contributions
prior to emigration from Canada |
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Advantages
of income earned in an RRSP |
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Tax-free
Rollovers to RRSPs |
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Self-Directed
RRSPs & Mortgages |
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| Employment
Income and Expenses |
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Employed
vs. Self-Employed |
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Company
Automobiles |
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Employment
Deductions for auto and home |
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Moving
Expenses |
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Other Personal Tax Planning Issues |
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Evaluation
of employment severance options |
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Tax
implications and effects of a divorce settlement/marriage
breakdown |
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Representation
before Revenue Canada and other taxing authorities |
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