Tax Planning Using Family Trusts, Fourth Edition
Both a self-study program and comprehensive information resource, Tax Planning Using Family Trusts is designed to help accountants and other professionals involved with trusts by presenting the concepts behind the taxation of trusts in Canada and demonstrating their uses in tax planning through discussion as well as methodology.
Designed for accountants and other professionals involved with trusts
This unique resource is designed to help accountants and other professionals involved with trusts by examining the taxation of trusts from the point of view of how a trust can be used as a tax planning vehicle and discusses the issues from the perspective of the professional advising clients. You will learn about:
- common uses of family trusts
- the tax issues that can arise
- types of trusts available
- taxation of personal trusts
- non-tax reasons for using a trust
- tax and business reasons for using a trust
- …and more
Its use of real-world situations as well as case studies and the solutions will help to improve your knowledge and understanding of the tax planning concepts presented throughout the book.
- helpful practice tips
- useful self-study questions
- insightful real-world situations
- challenging case studies
Client Booklet – Compliments of Your Firm
The popular client booklet, Family Trust Guide, will help your clients more knowledgeably consider the tax and estate planning benefits of creating a family trust and be better prepared to discuss their plans with you, their tax advisor. With 80 pages of discussion in straightforward language, this valuable marketing tool is available in packages of five, 10 or 25 booklets. Attach your business card or personalized label on the distinctive “Compliments of” space on the back cover as a reminder of your value-added services.
Publication Date: August 2016