August 1, 2018

Passive Income Proposals Guidance with Jay Goodis, Co-Founder, Tax Templates Inc.


Jay Goodis, Co-Founder, Tax Templates Inc., & CATA Innovation Advocate, provides an overview of the Canadian passive income tax regime for CCPCs, including the Small Business Deduction (SBD), RDTOH, NERDTOH, ERDTOH, and Accumulated Aggregate Investment Income (AAII). Jay demonstrates support and optimization of these balances using Tax Planning worksheets from the TTI Suite.

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