We know that being able to pass on your wealth and assets to future generations is a big motivation for earning money in the first place and is of paramount importance to our clients. We’ll help you file an affordable tax trust return (T3). We’ll guide you through the following:
- Your taxable gains, income, or profit
- Beneficiary payments or use
- All aspects of online filing
- All supporting documents associated with a T3 return including elections, designations, agreements, waivers, special elective returns, and Form T1135 Foreign Income Verification Statement.
In addition, we’ll advise you as to the best tax strategies to avoid the deemed disposition tax including a