Products tagged with 'canadian tax planning form'
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Trusts and Tax Planning in Canada
Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business.
- This guide contains information on:
- family trusts (bearer, inter vivo or "living" trusts and testamentary),
- real estate investment trusts (REITs),
- royalty trusts,
- income trusts.
- The guide contains information relevant to Canadian residents and is available in Adobe PDF format.
$4.99
Estate Planning in Canada: The Key to Effectively Transferring Your Assets
Estate Planning in Canada: The Key to Effectively Transferring Your Assets is a 10-page package of information to help Canadians learn how to plan for the future.
- The package contains sections on a variety of related topics, including:
- the reasons you need a solid estate plan,
- the tax consequences that could arise upon your death,
- wills and probate,
- powers of attorney and personal directives,
- estate shrinkage and liquidity,
- the estate planning process and an estate plan checklist.
- Available in PDF format.
- Intended for use only in Canada.
$3.99
Ontario Section 85 Asset Rollover (Land for Preferred Shares)
Prepare a Section 85 Asset Rollover Agreement of Land for Preferred Shares with this easy-to-use template for Ontario, under Subsection 85(1) of the Income Tax Act (Canada).
- The vendor sells a parcel of land for fair market value to a holding company in exchange for preferred shares in the holding company (a rollover) with a redemption amount equal to the purchase price of the land.
- The parties agree to file joint elections as required under the Income Tax Act (Canada) and the Ontario Corporations Tax Act.
- The file includes a Section 116 Affidavit of Residency, to be sworn by a corporate officer of the vendor, if applicable.
- Available in MS Word format and fully editable to fit your specific circumstances.
- This is a Canadian legal form for use in the Province of Ontario.
$19.99
Ontario Section 85 Asset Rollover (Investments)
Roll over certain investments under Section 85 of the Income Tax Act (Canada) with this Ontario Section 85 Asset Rollover template.
- The vendor sells the investment assets to the purchaser, with part of the purchase price to be paid by way of preference shares in the capital of the purchaser, and the balance secured by a promissory note (included).
- The parties agree to file joint elections under Section 85(1) of the ITA and as required under the Ontario Corporations Tax Act.
- The file includes a Section 116 Affidavit of Residency to be sworn by a corporate officer of the vendor (if applicable).
- This Section 85 Asset Rollover of Investments is provided in MS Word format, and is fully editable to fit your specific circumstances.
- Intended for use only in the Province of Ontario, Canada.
$29.99
Ontario Section 85 Rollover Corporate Approval and Implementation Forms
Transfer shares under subsection 85(1) of the Income Tax Act (Canada) with this Ontario Section 85 Rollover Corporate Approval and Implementation Forms Package.
- The package of forms contains:
- Bill of Sale and Indemnity, including the vendor's indemnity of the purchaser, and representations and warranties with respect to the sale;
- Corporate Resolutions approving and authorizing the transaction;
- Share Transfer Form transferring shares from the vendor to the purchaser;
- Share Subscription from the vendor for new shares being issued by the purchaser as payment for the shares being transferred in the rollover.
- This package of forms is provided in MS Word format, and the forms are all fully editable to fit your specific circumstances.
- Intended to be used only in the Province of Ontario, Canada.
$17.99
Ontario Section 86 Rollover Agreement
Prepare a Section 86 Share Purchase (Rollover) Agreement with this easy-to-use template for Ontario companies, pursuant to s. 86 of the Income Tax Act (Canada).
- The vendor shareholder sells the subject shares to a holding company in exchange for preference shares in the capital of the holding company.
- The parties agree to file joint elections under Section 86 under the Income Tax Act and as required under the Ontario Corporations Tax Act.
- The file also includes a Section 116 Affidavit Of Residency to be sworn by a corporate officer of the vendor, if applicable.
- Available in MS Word format and fully editable to fit your specific circumstances.
- Intended to be used only in the Province of Ontario, Canada.
$18.99
