Asset Protection and Tax Planning Forms

Preserve and protect your business assets and reduce your corporate taxes with our Asset Protection and Tax Planning Forms.

Buy and download forms, articles, guidelines and documents outlining a variety of strategies to help you:

• protect your interest in tangible and intangible assets of your business;
• reduce corporate and personal income taxes;
• establish various trust structures;
• creditor-proof your business.

These Asset Protection & Tax Planning forms are in common easy-to-use formats (MS Office, PDF).

Document Results

• Alter Ego Trust Deed (Canada)

  Prepare an Alter Ego Trust Deed with this easy-to-use template, pursuant to the provisions of the Income Tax Act (Canada). An alter ego trust is a trust created after 1999 by an individual aged 65 or over. Provisions of the Trust Deed include: The individual has the exclusive right to receive all ...

  Price: $25.00 Learn More

• Asset Protection Trusts

  Download this 6-page article which discusses the pros and cons of Asset Protection Trusts for residents of Canada and the USA. Topics of the article include: characteristics and structure of an asset protection trust, how to establish a successful asset protection trust, the limitations of...

  Price: $10.00 Learn More

• Business Trust Declaration (USA)

  Set up a USA unincorporated business trust, protect your assets and reduce income taxes with this Business Trust Declaration and Agreement. The trustees will hold all property, income and profit of the business in trust for the beneficial shareholders. The trustees are authorized to sign documen...

  Price: $25.00 Learn More

• Collateral Trust Agreement between Partners

  Use this template to prepare a Collateral Trust Agreement under which a party who has a one-half interest in a partnership appoints a trustee to hold a life insurance policy or policies on the life of the other partner in trust on the partner's behalf. Provisions of the agreement include: Upon t...

  Price: $15.00 Learn More

• Creating the Ultimate Estate Plan with an International Trust (Canada)

  Download this article entitled "Utilizing an International Foundation, Universal Life Insurance and an International Trust to Create the Ultimate Estate Plan". The estate planning information presented in this article complies with Canadian tax law and the foreign reporting requirements under the In...

  Price: $5.00 Learn More

• Delivery & Receipt of Gift Under Uniform Gifts to Minors Act (USA)

  Make a gift of real or personal property to a custodian who will hold the property on behalf of a minor child with this free Delivery & Receipt of Gift Under Uniform Gifts to Minors Act form. This USA Uniform Gifts to Minors Act form is provided in MS Word format, and is easy to fill in and p...

  Price: $0.00 Learn More

• Establishing an Offshore Structure (Canada)

  Download this in-depth article describing a variety of offshore structures available to residents of Canada, for the purpose of asset protection. In particular, opportunities in the Bahamas are discussed. The article provides a variety of information, including: a summary of how each structure i...

  Price: $25.00 Learn More

• How to Creditor-Proof Your Business

  Do you know how to creditor-proof your business? Download this checklist of things you need to know and strategies you can employ to protect your business assets and investment from creditors. What is your exposure as a shareholder, director and/or officer? Get tips on protecting your personal as...

  Price: $0.00 Learn More

• International Immigration Trusts (Canada)

  Download this in-depth article describing the characteristics of international immigration trusts, their benefits to individuals resident in Canada, how to establish a successful international immigration trust, setting up an offshore corporation, and how current Canadian tax laws impact on asset pr...

  Price: $15.00 Learn More

• International Structures and the Foreign Property Reporting Rules (Canada)

  Download this in-depth article which looks at international offshore structures and how the foreign property reporting requirements under Canada's tax laws impact on the usefulness of such structures. Learn how to properly establish and maintain an offshore structure, and avoid the potential pitfall...

  Price: $10.00 Learn More

• Minimizing Tax Costs (Canada)

  Download this free article entitled Minimizing Tax Costs to learn about various strategies Canadian businesses can utilize to reduce the amount of tax payable by the principals of the business, such as: hiring family members, income splitting, trust structures, using holding companies to hold th...

  Price: $0.00 Learn More

• Similarities and Differences Between a Trust and a Private Corporate Foundation (Canada)

  Download this free comparison of the similarities and differences between a trust and a private corporate foundation under Canadian law, in particular Canadian tax law. This file is provided in PDF format....

  Price: $0.00 Learn More

• Spousal Trust Asset Transfer Bills of Sale (Canada)

  Use this template to prepare four (4) Spousal Trust Asset Transfer Bills of Sale for use specifically in Canada. This package contains bills of sale for: a transfer of assets from the spousal trust to an individual, a transfer of assets from the individual to a holding company, a transfer of asse...

  Price: $25.00 Learn More

• Tax Tips for Small Businesses, Publishers & Authors (Canada)

  This 9-page guide to Ten Timely Tax Tips for Small Businesses, Publishers & Authors is provided by Chimo Financial Services Inc.. The document discusses tax strategies for the small business owner in Canada, and is particularly aimed at businesses involved in producing and publishing books and ot...

  Price: $10.00 Learn More

• The Not So New Foreign Reporting Requirements (Canada)

  Download this informative overview of changes to the foreign property reporting requirements under the Canada Income Tax Act and how they impact on traditional offshore structures. This article reflects Canadian law, and is provided in PDF format....

  Price: $0.00 Learn More

• The Trust Structure (Canada)

  Download this overview of the structure of a trust, the advantages of a tax structure as a vehicle for income splitting and tax planning for residents of Canada, and the characteristics of specific types of discretionary trusts, such as: spousal (family) trusts; trusts for minor children; ...

  Price: $0.00 Learn More

• Trusts and Tax Planning (Canada)

  Download this information package on trusts and tax planning in Canada, provided by McClure Financial Services Ltd. to help you understand the difference between various trust structures and their tax benefits to the individual or business. The document contains information on: family trusts (be...

  Price: $15.00 Learn More

• Ultimate Tax Shelter: How to Buy Term, Invest & Avoid Taxes (Canada)

  Learn how to turn your life insurance premiums into an investment windfall in this 60-page book entitled The Ultimate Tax Shelter: How to Buy Term, Invest & Avoid Taxes, by Lyle Manery, BA, CLU, CHFC. The Ultimate Tax Shelter is full of valuable information for smart Canadian investors of all age...

  Price: $15.00 Learn More