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 Estate Planning  Tax-efficient estate strategies to preserve and transfer your wealth. Written by AIC’s Tax and Estate Planning Group.  Since real estate can be a costly asset to own, it is important to keep taxes in mind. Rental income and losses
Rules apply for rental income deductions
Learn how to identify tax-planning opportunities to minimize future tax liability when dealing with generated rental income.
Taxes and your principal residence
What type of property will qualify as a principal residence?
It’s a well-known fact that if you sell your principal residence while you are
a resident of Canada for tax purposes, any gain realized on that sale can be
tax-free.
Using trusts as an estate planning tool
Trusts are not simply a tool for the wealthy alone
Unlike an individual or a corporation, a trust is not a legal entity under common law. Rather, a trust is a relationship with respect to properly establishing the rights and obligations.
U.S. estate taxes: Should you worry?
Many Canadians will be exposed to U.S. estate tax on their deaths and don’t know it. This is because Americans are not the only ones charged estate tax on death.
Archived Globe and Mail articles:
The AIC Tax and Estate Planning Group is a group of tax professionals employed by AIC Limited. This group provides tax information, support, and advice to financial advisors and their clients across Canada. Contact your financial advisor today. Tax-Smart Investing® is a registered trademark of Kurt Rosentreter, licensed to AIC Limited. |
Tax Smart TAX-SMART INVESTING® In a country like Canada, where taxes can be almost 50% of your taxable income, saving taxes should always be a priority. At AIC, our investment approach incorporates tax planning to minimize your investment tax bill each year. This approach to maximize your after-tax returns is evidenced by our commitment to tax-smart education, a strong corporate philosophy grounded in tax minimization and our tax-smart investment products. A tax-smart portfolio is a portfolio that focuses on maximizing after-tax investment returns. After all, it’s not how much you earn, but how much you keep that matters most. AIC believes in maximizing after-tax wealth (i.e. your bottom-line cash flow). We are proud of being Canada’s tax-smart investment manager and a committed educator of Canadians in matters of investing, tax planning and an integrated tax-smart investment approach. |
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