Trust Savings Worksheet (Sample Situation)

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Information about Trust Savings Worksheet (Sample Situation)
Business & Mgmt

Published on March 8, 2014

Author: theskuj

Source: slideshare.net

Trust Savings Worksheet The purpose of this template is to quickly calculate the tax savings available by distributing dividends using a family trust. Your client’s situation: • • Tax year ending Other than eligible dividends (cash) Dec 31, 2014 200,000 • Shareholder (Mr. A) o Tax province o Other taxable income BC 130,000 Beneficary #1 (Miss A) o Tax province o Other taxable income BC 5,000 Beneficary #2 (Mr. A Jr) o Tax province o Other taxable income ON 0 • • Determine the tax savings available by allocating the dividend across trust beneficiaries rather than directly to a shareholder.

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