Products tagged with 'canadian tax planning form'
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Ontario Section 86 Rollover Resolutions (Fixed Redemption Amount)
Prepare the required corporate resolutions to reorganize an Ontario corporation's share capital with this Section 86 Rollover Resolutions Package.
- These documents are required for a rollover with a fixed redemption amount, under s. 86 of the Income Tax Act (Canada).
- The package contains:
- Special Resolution with instructions for wording of the Articles of Amendment, fixing the redemption amount on the new preference shares to be created;
- Share Subscription for the replacement shares;
- Corporate Resolutions accepting the subscriptions, setting the redemption amount for the new shares and including an undertaking of the directors not to declare dividends if it would reduce the corporation's assets and make it unable to redeem the shares at their full redemption amount;
- Share Subscription from the new shareholder for the new shares;
- Corporate Resolutions issuing the new shares.
- Completing the paperwork for an asset exchange is so much easier with this package of documents.
- Available in MS Word format.
- Intended to be used only in the Province of Ontario, Canada.
$19.99
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 can only be created by an individual aged 65 or older.
- The individual has the exclusive right to receive all income from the trust.
- During the settlor's lifetime no person other than the settlor may receive or otherwise obtain the use of any part of the trust's income or capital.
- Upon the settlor's death, the trust will hold any remaining assets for the benefit of other beneficiaries named in the Trust Deed. The trust will be able to distribute those assets to the other beneficiaries without the assets having to go through the probate process.
- This Alter Ego Trust Deed template is governed by Canadian tax laws and is intended to be used only within Canada.
$29.99
Joint Spousal Trust Deed | Canada
Prepare a Joint Spousal Trust Deed with this downloadable template, pursuant to the provisions of the Income Tax Act (Canada).
- A joint spousal trust is an inter vivos trust established to benefit both spouses during their lifetimes and includes provisions for the remaining spouse after one passes away.
- When both spouses die, the trust property passes to the remainder beneficiaries named in the trust agreement.
- The assets held within the trust bypass the probate process.
- The trust deed is governed by Canadian tax laws and is intended to be used only within Canada.
- Available in MS Word format.
$14.99
