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The first step is to meet with a professional tax advisor and find out how much tax you pay in total, and how much tax you pay on each type of income you receive.
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The Fox Group Tax Strategies:
Understanding Flow Through Shares and Limited Partnerships: If you are looking for a tax strategy this year, then you may want to consider looking at an investment in a flow through limited partnership.
Flow Through Shares
Leverage: Investors choose leveraging to build a larger investment portfolio sooner. Borrowing to invest can add substantially more assets to your mutual fund portfolio over time.
Universal Life Insurance: A policy that provides permanent life insurance coverage with an investment component. Allows assets to grow on a tax-deferred basis and provides the ability to pay down your coverage within a few short years, enhancing your estate. The original death benefit and the investment account value are paid out tax-free to your beneficiaries when you die.
Corporate Class Mutual Funds: Defer taxes when switching between funds within the Corporate Class structure.
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To get you started, we offer our Practical Perspectives in our Tax Planning Handbook, which is designed to show you how much tax you are paying and to give you tips on how to reduce that amount. The handbook covers topics such as the taxation of investment.
For more information on Tax Planning, please read the following articles...
Income Splitting Between Spouses
Income Splitting Between Spouses Part 2
Income Splitting with Pension Income
Income Splitting with Children
Future Generation Educational Expenses
Tax Break for Donating Securities
Year-End Tax Tips
Is Incorporation Right for You?
Understanding how investment income is taxed
Getting the most out of Capital Losses
Tax free dividends
Turning non-deductible debt into deductible debt
Using life insurance to unlock trapped assets
Educational Savings Strategies
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