Learn about the importance of understanding the basics of taxation for investment advisors in Canada. This chapter covers the types of investment income and their different tax treatments, along with strategies for optimizing after-tax returns.
Comprehensive guide on determining capital gains or losses when disposing shares, principles of adjusted cost base, and considerations for warrants, rights, and stock dividends in Canadian taxation.
An in-depth guide to understanding the disposition of fixed-income securities, covering capital gains, accrued interest, and practical examples.
Learn about the intricacies of transferring income within family members and the tax implications it can entail under Canadian tax laws, including exceptions and attribution rules.
Explore the implications of gifting investments to adult children or parents, including a case scenario and related key terms.
Comprehensive summary and key takeaways on Canadian taxation, including world and Canadian-source income, tax deferral plans, income splitting, and tax planning strategies.
