Products tagged with 'canada tax shelter'
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Family Trust Forms Package to Replace Trustee | Canada
Appoint a replacement trustee for a family trust with this package of forms for Canada.
- The package contains the following:
- Appointment and Replacement of Trustee form.
- Consent to Act as Trustee.
- Resignation of Departing Trustee.
- Trustee Resolutions to be signed by the new trustee and the remaining trustees.
- This forms package is a downloadable digital product. All forms are contained in one file.
- Intended to be used only in Canada.
$12.49
Business Plan in support of Offering Memo for Tax Shelter | Canada
Prepare a Business Plan to accompany an offering memorandum with this template form for Canada.
- The offering is intended to raise capital through a private placement of shares, in accordance with Canadian securities legislation, and constitutes a tax shelter for income tax purposes.
- This Business Plan can be used by either a start-up or an existing business.
- Investors can acquire an equity interest in the company or an undivided interest in a limited partnership. Limited partnership investors can claim a deduction for any partnership loss against their taxable income.
- The Business Plan includes a financial model and a Confidentiality Agreement to protect against disclosure of your proprietary information.
- Each section of the template contains instructions to help you complete the document.
- This template is available in Microsoft Word format and is totally editable to fit your specific circumstances.
- Intended to be used only in Canada.
$29.99
Offering Memorandum for Limited Partnership Units | Canada
You can do a private placement of limited partnership units as a tax shelter under the provisions of this Offering Memorandum for Sale of Limited Partnership Units.
- The investment will qualify as a tax shelter, in accordance with the Income Tax Act (Canada).
- Any investment in the units should be considered as very risky, and should only be undertaken by investors who are financially able to risk losing their entire investment.
- The offering is made pursuant to certain exemptions under the applicable securities legislation in the jurisdictions in which the shares are being offered for sale.
- There are certain restrictions on the resale or transfer of the securities.
- The template contains a section on income tax consequences of investing in a tax shelter investment under the shelter provisions of the Income Tax Act.
- Available in MS Word format.
$29.99
Family Trust Annual Resolutions | Canada
Prepare annual resolutions for a family trust in Canada with this easy-to-use forms package which contains:
- Trustee resolutions naming the records office, appointing the accountants, and confirming the acts of the trustees.
- Trustee resolutions resolving that all income allocations and expense payments required to be made have been or will be made for the year, and that the trust will not be liable for income tax under Part 1 of the Income Tax Act (Canada).
- This forms package is a downloadable MS Word file containing all of the resolutions. Fully editable and easy to use.
- Intended to be used only in Canada.
$9.99
Family Trust Final Distribution and Windup Package | Canada
Prepare the resolutions and documents to make a final distribution of trust assets to the beneficiaries and wind up a family trust with this package of forms for Canada.
- The package contains the following forms:
- Letter from the responsible law firm to the trustees;
- Resolution of the trustees distributing all of the trust property and assets to the beneficiaries;
- Receipt for trust property, to be signed by each beneficiary upon receipt of their share of the trust property;
- Final reporting letter from the law firm to the trustees enclosing the signed documents;
- Resolution of the corporation in which the family trust holds shares, authorizing the share transfers from the family trust to the beneficiaries;
- Resolution of the trustees paying out the balance of a loan and cancelling a promissory note securing the loan.
- The forms are provided in one package, as a downloadable and customizable Microsoft Word file.
- Governed by Canadian tax laws and intended to be used only within Canada.
$21.99
