Learn how to legally and strategically arrange finances to reduce tax liabilities in Canada, balance short-term tactics with long-term goals, and stay compliant with CRA regulations.
Explore strategies and best practices for reducing a family’s overall tax burden by redistributing income among family members in lower tax brackets, including spousal RRSPs, prescribed rate loans, family trusts, and pension income splitting.
Discover how tax shelters operate in Canada, from legitimate vehicles like RRSPs and flow-through shares to the CRA's rules and anti-avoidance provisions, and learn strategies for effectively evaluating their economic substance.
Explore key tax planning strategies beyond the basics of income splitting and tax shelters, including capital gains/loss planning, dividend income optimization, charitable donations, registered accounts, business incorporation, and estate freezes.