Provide better tax planning advice & proactively improve your clients’ tax efficiency with Snap.

Описание: In this financial planning webinar, Advisors will learn actionable strategies to help their clients proactively optimize their tax bills.

Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: https://bit.ly/Advisor-14-day-free-trial

During the 60-minute planning session, we will explore 3 key scenarios to explore tax optimization strategies for a 55 YO Canadian couple who plan to retire at age 60.

Topics covered include:

1. Pension income splitting & tax credits
2. Portfolio turnover
3. Charitable donations
4. RRIF conversion age
5. TFSA contributions
6. OAS clawback