CIFPs: Tax & Budget 2012 Update

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RDSPs - Government Benefits (continued) Canada Disability Savings Bonds (CDSB) • Family income < $24,863 • $1,000 annually (no contributions required) • Family income > $24,863 » Reduced pro-rate until eliminated at income > $42,707 • Lifetime max: $20,000
Improvements to RDSPs Plan holders over age of majority Proportionate repayment rule Maximum and minimum withdrawals Rollover of RESP investment income Termination of RDSP following cessation of eligibility for the DTC
Page 1 and 2: CIFPs: Tax & Budget 2012 Update Jam
Page 3 and 4: What are the 2012 tax brackets Fede
Page 5 and 6: Trivia Question 2 What percentage o
Page 7 and 8: What is this
Page 9 and 10: Tax rates - Average v. Marginal Ca
Page 11 and 12: Clients need help… RESP RDSP T
Page 13 and 14: Report Offshore Stash (T1135) Fore
Page 15 and 16: T1135 - Foreign Income Verification
Page 17 and 18: Taxation of Insurance Commissions -
Page 19 and 20: Taxation of Insurance Commissions -
Page 21 and 22: Budget 2012 Changes to the OAS sys
Page 23 and 24: OAS Increase in Life Expectancy
Page 25 and 26: OAS - Age Limit Currently collect
Page 27 and 28: OAS Phase-in Chart
Page 29 and 30: OAS/GIS - Proactive Enrolment Must
Page 31: RDSPs - Government Benefits Matchin
Page 35 and 36: EPSP Features Non-arm’s length e
Page 37 and 38: EPSP - Budget 2012 EPSP payments
Page 39 and 40: Eliminating the Penny
Page 41 and 42: Eliminating the Penny Royal C
Page 43 and 44: Rounding Down / Up - Example
Page 45: www.jamiegolombek.com Thank You Thi

CIFPs: Tax & Budget 2012 Update

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