Browse Section 8: Working with the Client

24.4 Tax Planning Strategies

In this section

  • 24.4.1 Income Splitting
    Explore comprehensive tax planning strategies with a focus on income splitting as a method to minimize overall tax liability among family members and specially tailored techniques for pension income splitting applicable to elderly couples.
  • 24.4.2 Use of Tax Shelters
    Understanding the use of tax shelters and their impact on taxation and investment strategies including the associated risks.
  • 24.4.3 Charitable Donations
    Understanding the benefits and strategies of incorporating charitable donations into tax planning for maximizing tax credits and optimizing financial benefits.
  • 24.4.4 Estate Planning
    Exploring strategies to minimize estate taxes and facilitate tax-effective transfers.
Thursday, September 12, 2024