15.4 Tax Strategies for Investors

In this section

• Income Splitting Techniques: Strategies for Tax Efficiency
  Explore income splitting techniques to optimize tax efficiency by redistributing income within a family, leveraging lower marginal tax rates, and understanding the implications of attribution rules.
• Capital Gains Deferral: Strategies and Benefits in Canadian Investment
  Explore the strategies and benefits of deferring capital gains tax in Canada, including mechanisms like RRSPs, TFSAs, and rollovers.
• Tax-Loss Harvesting: A Strategic Approach to Capital Gains Management
  Explore the intricacies of tax-loss harvesting in Canada, a strategy to optimize your investment portfolio's tax efficiency by offsetting capital gains with realized losses.
• Use of Trusts and Holding Companies in Tax Planning
  Explore the strategic use of trusts and holding companies in tax planning, their types, benefits, complexities, and real-world applications.
• Estate Freezes: Strategies for Tax Efficiency and Wealth Transfer
  Explore the intricacies of estate freezes, a strategic financial tool for minimizing taxes and facilitating intergenerational wealth transfer. Learn about the objectives, implementation methods, and benefits of estate freezes in the Canadian context.