In this 5 minute video, Jay Goodis, CEO & Co-Founder of Tax Templates Inc., and member, CATA Innovation Leadership Council, 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). Viewers will benefit from a demonstration of support and optimization of these balances using Tax Planning worksheets from the TTI Suite.
Jay Goodis is the co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms. Mr. Goodis, is a member, CATA Innovation Leadership Council and national spokesperson on tax and finance issues (view TechNow interview with Mr. Goodis).
The Canadian Advanced Technology Alliance (CATAAlliance), Canada’s One Voice for Innovation Lobby Group, crowdsources ideas and guidance from thousands of opt in members in moderated social networks in Canada and key global markets. Supported by evidence-based research, CATAAlliance then mobilizes the community behind public policy recommendations designed to boost Canada’s innovation and competitiveness success.