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Advanced Chapter Part 2: Advanced Tax Planning

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$149.00
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About Course

This course is about mastering advanced tax planning strategies to legally minimize taxes, protect wealth, and keep more of what you earn. You’ll learn how progressive tax brackets work, the differences between deductions and credits, retirement account strategies (RRSP, TFSA, 401(k), Roth IRA), capital gains and dividend tax planning, business and self-employment tax advantages, estate and cross-border considerations, and how to prepare for future shifts like wealth taxes, digital currencies, and global reporting requirements.

Why it’s important: Taxes are one of the largest expenses most people face, yet few understand how to navigate the system effectively. Wealthy individuals and businesses don’t just earn more—they keep more by using the rules strategically. By understanding tax planning, you gain the ability to protect your income from unnecessary losses, create long-term wealth, and prepare for changing tax policies that directly affect your financial future.

What Will You Learn?

  • Understand key financial and tax-related terms and concepts
  • Recognize the difference between credits and deductions and their impact on taxes
  • Apply strategies for asset location to optimize tax efficiency
  • Identify opportunities for income splitting, income timing, and tax-deferred growth
  • Understand how capital gains, dividends, and other investment income are taxed
  • Learn the benefits of tax-advantaged accounts such as RRSPs, TFSAs, and retirement accounts
  • Apply strategies like tax loss harvesting, Roth IRA conversion ladders, and Section 179 deductions
  • Understand estate planning concepts, including deemed disposition and estate taxes
  • Recognize the impact of progressive taxation and bracket creep on take-home income
  • Navigate cross-border tax planning, foreign tax credits, and reporting requirements
  • Understand rules around home office deductions, business expenses, and standard versus itemized deductions
  • Build the foundation for strategic tax planning tailored to personal financial goals and circumstances

Lessons & Modules

Resource File

  • Resource File

The April Morning That Changes Everything

The Hidden Tax Revolution: How 1971 Changed Everything for Your Wallet

Lesson 1: Tax Brackets – The Progressive Squeeze That Accelerates With Success

Lesson 2: The Credit vs. Deduction Battle – Where Most People Leave Money on the Table

Lesson 3: Retirement Accounts – Your Personal Tax Time Machine

Lesson 4: Investment Tax Optimization – Where the Wealthy Really Pull Ahead

Lesson 5: Business and Self-Employment – The Tax Code’s Favorite Child

Lesson 6: Estate and Cross-Border Planning – Protecting Wealth Across Generations

Lesson 7: The Future of Taxation – Preparing for What’s Coming

Financial Terms Made Simple

Final Quiz

Course Roadmap

“Flexible pricing for every learner — start your journey to mastering finance and investing today.”

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