FINA 5230 Taxation for Planners

Application of tax laws to optimize after-tax returns in personal financial planning scenarios.

About this course

This course explores the application of tax laws to optimize after-tax returns in personal financial planning scenarios. You will learn how to navigate federal and provincial tax rules to develop strategies that maximize client wealth while remaining fully compliant.

Topics include tax-efficient investment planning, retirement income strategies, capital gains management, and the use of tax credits and deductions. You will work through real-world case studies to integrate tax considerations into broader financial plans.

Who takes this course

• Financial Planning

Credits: 1.5 · Hours: 30

Prerequisites

• FINA 5100 Financial Planning Fundamentals
• FINA 1610 Introduction to Taxation

Learning outcomes

• Apply provincial and federal tax principles to personal financial planning scenarios.
• Evaluate tax-efficient strategies for investment income, capital gains, and retirement withdrawals.
• Calculate after-tax returns for common financial planning decisions.
• Integrate tax implications into comprehensive client financial plans.
• Identify tax credits and deductions relevant to individual and family clients.

Evaluation