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Chapter 8: Understanding Tax Returns

In this section

  • Financial Planning and Taxation
    Learn how Canadian financial advisors integrate taxation into holistic financial planning, exploring key strategies, best practices, and regulatory considerations to optimize after-tax returns.
  • Personal Income Tax Returns
    Explore the essentials of filing T1 General returns in Canada, from calculating total and net income to understanding key deductions, credits, and best practices. Learn how advisors can optimize tax strategies within the Canadian regulatory framework, including CIRO guidelines, and avoid common pitfalls.
  • Taxation of Investment Income
    Learn how various forms of investment income—interest, dividends, and capital gains—are taxed in Canada and discover strategies to optimize after-tax returns.
  • Taxable and Non-Taxable Employee Benefits
    Canadian Taxation on Employee Benefits: Optimize Wealth Management by Understanding Which Benefits are Taxable and Which Are Not

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Chapter 7: Personal Risk Management Process
Chapter 9: Tax Reduction Strategies