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 Personal Tax Planning
 Last minute strategies to save tax
At AIC we believe whole heartedly that tax planning is a year-round opportunity. As the end of the year quickly approaches, consider the following strategies to reduce taxes for 2007.
 Cost to attend post-secondary school accelerating quickly
Many Canadians often do not consider the financial challenges that post-secondary schooling entails. Learn about RESPs and how to use tax rules to assist students in their pursuit of higher education.
Dealing with capital gains and losses
Capital gains often taxed at lower tax rates than other forms of investment income
Investors with portfolio exposure to investments that appreciate in value know the significance of tax-smart investing, which means investing with both your investment and tax needs in mind.
 Tax burden can be reduced
If you’re like most Canadians, your goal is to beat the taxman and reduce tax liability.
Separation and divorce
Tax implications often overlooked
Upon a marriage breakdown, it is common for the former spouses/partners to split the marital assets between them.
Doing it right with In-Trust For accounts
Special rules are in place for trusts
In-Trust For (ITF) accounts can be a great way to invest in a child’s name,
while at the same time potentially offering some tax benefits.
Thinking about leaving Canada?
Will I still be liable for Canadian income taxes?
Leaving Canada is not as simple as packing your bags and heading for the airport. Canada levies taxes based on residency, not on citizenship the way
that some other countries do.
Tax planning for Canadians with
U.S. connections
U.S. tax filing requirements
Many Canadians have tax filing requirements in the United States and
don’t know it. Wondering where you fit in?
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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Buy. Hold. And Prosper.®
The AIC Logo and BUY. HOLD. AND PROSPER. are registered trademarks of AIC Global Holdings Inc. Used under license by AIC Limited.
