Investment-Related Tax Advisory

Investment decisions can create different Canadian tax consequences depending on the type of income, transaction, account, and individual circumstances.

TrusTax provides tax-focused guidance to help clients understand the reporting and tax considerations associated with investment-related activities.

Our Investment-Related Tax Advisory May Include

·       Tax considerations related to investment income

·       Dividend and interest income reporting

·       Capital gain and capital loss reporting considerations

·       Tax implications of selling investment assets

·       Investment-related record-keeping guidance

·       Tax reporting considerations for taxable investment accounts

·       Coordination of investment-related information with personal or corporate tax preparation

·       General tax planning discussions related to investment transactions

Understand the Tax Side of Your Investment Decisions

Our role is to explain the tax and reporting implications of investment-related transactions so you can make decisions with a clearer understanding of the potential tax consequences.

TrusTax does not provide securities recommendations, portfolio management, or advice regarding which securities or investments to buy or sell.

Contact TrusTax to discuss the tax considerations related to your investment activities.