ppp102
Investment Tax Strategies
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.
Opportunity
All relevant recent tax changes including, UCCB enhancements, the family tax cut, changes to TFSA contribution limits, and changes to the capital gains deduction are covered in the course. It also incorporates a strategic and tax-efficient investment income planning process which will result in capital accumulations in the right hands within a family.
What You'll Learn
You will learn to be conversant in recent tax changes relating to a variety of investment opportunities. You'll also understand strategies and ordering rules using tax-free, tax-deferred, and taxable incomes. You'll use a series of assessment tools to structure your clients' pre- and post-tax investment income and to monitor ongoing results. You'll learn how to manage tax returns by being familiar with tax-free zones, clawback zones and marginal tax rates. You'll provide specific investment income planning approaches for a variety of taxpayer profiles, including young families, students, business owners, and retirees.

Course Content
Real Wealth Management
Tax-Efficient Investing: Planning for Income and Capital
Business Income and Asset Planning
Introduction to Income Taxation in Canada
Growing and Preserving Tax-Efficient Wealth
Registered Investments
Tax Efficient Investment Income
Real Estate
Tax Efficient Asset Transfers
Principal Residences
Tax Efficient Debt Management
Risk Management: Tax Consequences of Disability and Death
What's Included
Personal course selection consultation
Virtual campus orientation
Lesson and study plans
Personal instructor email support
Comprehensive Knowledge Journal
EverGreen Online Research Library
Knowledge Bureau calculators
Testing and certification
CE/CPD accreditation
Work towards the MFA™ Designation
The Investment Tax Strategies is 1 of 6 courses needed for the MFA (Retirement & Succession Services Specialist Designation)