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Understanding  taxation of funds

Now available on demand:

Understanding taxation of funds

This session explains the reporting and taxation of growth, income and cash flow out of investment funds. Attendees will gain a clearer understanding of the differences in reporting between segregated funds and mutual funds both during the accumulation period and for payout plans. Attendees will also learn how they work in both individually owned and corporate owned scenarios through the use of case studies.

Our team will address the question of the reporting of capital distributions, including a section on how a capital dividend account may be used to distribute certain types of investment income.

CE credit offer available until April 23, 2024.
A quiz will appear after the webinar has been viewed. 

This webinar is also available in French. 

To receive their CE credit, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed.

Peter Wouters
Director, Tax, Retirement & Estate Planning,
Empire Life

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >  

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.