Investment Tax Strategies

Course Price: $895
Provided By: Knowledge Bureau

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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Have a question or want to learn more? Call 1-866-953-4769


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.

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Course Content

Chapter 1
Real Wealth Management
Chapter 2
Tax-Efficient Investing: Planning for Income and Capital
Chapter 3
Business Income and Asset Planning
Chapter 4
Introduction to Income Taxation in Canada
Chapter 5
Growing and Preserving Tax-Efficient Wealth
Chapter 6
Registered Investments
Chapter 7
Tax Efficient Investment Income
Chapter 8
Real Estate
Chapter 9
Tax Efficient Asset Transfers
Chapter 10
Principal Residences
Chapter 11
Tax Efficient Debt Management
Chapter 12
Risk Management: Tax Consequences of Disability and Death
Enroll Today
Have a question or want to learn more? Call 1-866-953-4769

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)