Certificate Course: Investment Tax Strategies

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This course is for you if

You work with clients on tax efficient planning
You are a professional looking to refresh with current tax knowledge
You are training staff

Overview

The sixth course in the DMA™-Personal Tax Services Specialist Designation.

This course covers a strategic and tax-efficient investment income planning process which places capital accumulations in the right hands of individuals in the family. The objective is to save capital and earn investment income with tax-efficiency and then to average down the tax paid on both by arranging to share with family members within the tax rules allowed. As important: planning to avoid tax erosion of the capital at transition times.

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Can start 24/7 anytime!

Regular Tuition: $995

Need help? Call us at 1-866-953-4769

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What you will learn

You will learn to be conversant in recent tax changes relating to a variety of investment opportunities. You’ll also understand strategies and ordering rules using tax-free, tax-deferred, and taxable incomes.

If you have your own practice, this course is a must. My understanding has greatly improved.

—Vince C., Alberta

Scope of the course

Real Wealth Management
Tax-Efficient Investing: Planning for Income and Capital
Business Income and Asset Planning
Introduction to Income Taxation in Canada
Growing and Preserving Tax-Efficient Wealth
Registered Investments
Tax Efficient Investment Income
Real Estate
Tax Efficient Asset Transfers
Principal Residences
Tax Efficient Debt Management
Risk Management: Tax Consequences of Disability and Death

What is included

Tax deductible tuition fees
Potential for Canada Training Grant or other Government programs
Personal consultation and virtual campus orientation
Practical case studies using well-known professional software
Lesson plans and study plans
Calculators and tools you can use immediately
Personal instructor support by email
Testing and certification
Comprehensive Knowledge Journal
CE/CPD accreditation by various professional bodies
EverGreen Explanatory Notes - Online Research Library

Learn more about efficient tax planning on investments and work towards my designation. I learned a lot and feel more qualified in advising clients.

-Katrina Boyce, AB

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Certificate Course: Investment Tax Strategies