What are some Personal Tax Scenario (Marginal) Worksheet usage scenarios?

Jay Goodis -

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. 
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