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Course Level :Basic
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Credits :2
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
Tax planning involves taking a proactive
approach to paying taxes.
While it
is illegal to avoid paying taxes that you owe, there is nothing wrong with
looking at your income and potential deductions in advance to pay the least
amount of tax possible under the law.
Taxes are
a bane for just about everyone except accountants, but they are an inevitable
fact of life. The rules are constantly changing and it can seem like the deck
is stacked against the honest taxpayer. Don't despair though; there are still
simple ways for Canadians to limit their tax exposure.
This CPD course is for individuals who are new
to Canada and/or just beginning to learn about Canadian taxation.
It
highlights essential tax-saving concepts. How you apply the combination of
these concepts will shape your retirement and estate. It outlines 3 key life
stages where tax planning is essential: Short Planning; and Long Term – Estate
Tax Planning to maximize your income and pay less tax.Â
During
each of these key life stages, the goal is to provide you with the maximum income
and pay the least amount of tax. The decision on your investment strategy will
impact ultimately what your income will be during retirement, how much tax you
will pay, and what your beneficiaries will get.
This CPD Tax course will provide you with things that you should consider at each stage of your life.
Marketing Director, World Financial Group
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse. Â
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.Â
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.Â
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
Our Vision
To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.
Our Mission
To empower financial services entrepreneurs with the tools they need to help families have better futures.
222 Ratings
JL
Jun 28th, 2022
An excellent survey of the subject. Th handout will make for a good reference tool for work and further research of the subject
CC
May 5th, 2022
The presenter was easy to listen to, spoke at a good pace, tried to make jokes & keep everyone engaged. Great job!
KK
Jun 28th, 2022
Great instructor. How great that she shared her faith and the Bible.
XY
Feb 1st, 2022
Great topic, the instructor is very knowledgeable on the topic.
AN
Feb 1st, 2022
Very informative and interesting.
2 Credits
Subject Area
Aug 22, 2022 | 09:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
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