Tax planning
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Discover the tax advantages of Manulife segregated funds
While they are taxed similar to mutual fund trusts, segregated fund contracts offer other tax, estate, and creditor protection advantages to investors.
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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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Put your retained earnings to work
A simple strategy solves a common challenge faced by business owners: How to access retained earnings in order to invest the money in a tax-efficient way.
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Charitable Giving: The facts
This guide provides a full overview on everything regarding charitable giving. The guide explores the various charitable giving options including donating cash, gifts in kind, donating registered plans, bequests, donating the proceeds of insurance and more. The tax guidelines for charitable donations is also discussed.
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2021 Tax Rate Card
Check out this handy one pager filled with all the current information including marginal tax rates, federal tax credits, TFSA and RRSP contribution limits and much, much more!
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Comparing the taxation of mutual funds, exchange traded funds and segregated fund contracts
Knowing how investments are taxed can boost your returns. Here's a quick look at the different ways mutual funds, ETFs and segregated fund contracts are taxed.
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Income splitting - The facts
This guide provides an overview of the attribution rules, details on what income splitting techniques are restricted by these rules, and some potential tax saving strategies that are permitted by the Income Tax Act (Canada), — the “Act.”
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Making the most of your TFSA dollars
A TFSA can be an excellent tax-effective savings vehicle. Here's how to fund a TSFA, and advice on choosing the right investments.
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Budget 2021 — The other shoe hasn't dropped ... yet
Developed by the Tax, Retirement & Estate Planning Services team for your reference, this piece highlights changes delivered by the Liberal government on April 19, 2021.
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Tax Topic - Beneficiary designations: Why, when and how
This Tax Topic examines the many considerations and issues surrounding making a beneficiary designation on a life insurance policy. These comments generally apply equally to insurance investment products like segregated fund contracts and guaranteed interest contracts but need to be confirmed.
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