Knowing how tax rules affect your investments is essential to maximizing your after-tax return. To help you effectively manage your portfolio from a tax perspective, BMO Nesbitt Burns has prepared the Tax Tips for Investors brochure. 10 Tax Tips for Investors
Reduce Tax with Income Splitting
Make Your Portfolio Tax Efficient
Maximize Your Tax-deferred Savings with an RRSP
Donate Appreciated Securities
Use Registered Education Savings Plans to Save for Education
Use Borrowed Funds to Invest
Apply to Have Income Tax Withholding Reduced
Reduce Tax for Your Estate
Consider U.S. Estate Tax Implications if You Own U.S. Investments
Year-end Tax Planning
Note: This edition of Tax Tips for Investors has been updated to incorporate the recent 2007 federal budget changes.