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Canada · Tax Optimization

1 Guide across 1 job. Each Guide is authored by an accountant; the ones more colleagues stand behind rise to the top.

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  • canada-tax-optimizationAccountant-reviewed

    Use this skill when advising on LEGAL tax minimization strategies for Canadian taxpayers — individuals, sole proprietors, and small business owners (CCPCs). Trigger on phrases like "reduce my tax Canada", "tax planning", "RRSP vs TFSA", "salary vs dividends", "income splitting", "TOSI", "small business deduction", "LCGE", "capital gains inclusion", "CRA", or any question about structuring affairs to legally minimize Canadian tax. Covers entity selection, registered account optimization, deduction strategies, loss utilization, timing, GST/HST planning, CPP optimization, and red lines. ALWAYS read this skill before giving Canadian tax optimization advice.

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