Family Wealth Management

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About the Author — Fuad Efendi | Securities Exams Mastery (Canada) October 25, 2024 6 min read CSC Vol. 2
Making Loans: Tax-Efficient Strategies for Family Wealth Transfer
Canadian Taxation Family Wealth Management Financial Planning Tax Efficiency Income Splitting Prescribed Interest Rate Canadian Tax Regulations Family Loans
Explore how formal loans can be a tax-efficient method for transferring funds within a family, including requirements for validity, avoiding attribution rules, and maximizing tax benefits through income-splitting loans.
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