Tax Optimization

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About the Author — Fuad Efendi | Securities Exams Mastery (Canada)

October 25, 2024 7 min read CSC Vol. 2

Transferring Income: Strategies and Tax Implications in Canada

Canadian Taxation Financial Planning Investment Strategies Income Transfer Attribution Rules Tax Optimization Canadian Tax Law Financial Planning

Explore the intricacies of transferring income in Canada, focusing on tax optimization, attribution rules, and the importance of formal loan agreements.

October 25, 2024 8 min read CSC Vol. 2

Household Accounts in Wealth Management: Optimizing Family Investments

Finance Wealth Management Investment Strategies Household Accounts Wealth Management Tax Optimization Family Investments Portfolio Management

Explore the emerging concept of household accounts in wealth management, focusing on investment coordination, tax optimization, and balanced portfolio models tailored to family needs.