A client is considering different non-registered investment options that produce different types of income (e.g. interest vs. eligible dividends vs. net capital gains).
- Use this worksheet to determine which investment option will lead to the greatest net after tax cash for the taxpayer based on their specific marginal rate.
Mr. A and Mrs. A are exploring an income splitting opportunities where Mr. A will employ Mrs. A to assist for various tasks for his business.
- Use this worksheet to showcase the net after tax savings to Mr. A and the net after cost to Mrs. A based on each of their tax brackets to quantify the tax savings of the income splitting opportunity.