Viewpoints about TREPS Case Studies
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Corporate class mutual funds: a trust for minors
Tax benefits of using corporate class mutual funds in a trust for a minor, making returns both taxable in minor's hands as capital gains, and non-attributable.
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Corporate Class Mutual Funds in a Corporation
Pooled expenses, reduced or deferred taxable distributions, tax-efficient income: A case study of the benefits of investing in a corporate class mutual fund.
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Corporate Class Mutual Funds: Reduce OAS clawbacks
Case study: In addition to benefits such as pooled expenses and tax-efficient income, corporate class mutual funds can reduce or eliminate OAS clawbacks.
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Corporate Class Mutual Funds: Avoid U.S. Estate Tax¹
Canadians with substantial worldwide assets are subject to U.S. estate tax. A case study on how corporate class mutual funds can help avoid tax liability.
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Corporate Class Mutual Funds: Corporate Donation
Case Study: Manulife’s corporate class mutual funds with Series T payment option provide both tax-efficient income and a tax-efficient way to donate to charity.
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Taxation of investment income within a corporation
Many owners invest their profits inside their business to avoid the tax on withdrawals. Here's how to boost after-tax returns by investing tax efficiently.
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