Canadian Tax Services for Investors
In the search of the optimal return on your investments, it is becoming increasingly common to invest abroad. With this quest comes great potential but also increasingly complex tax planning. Read on for some of the ways we can help.
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Canadians with International Investments
Investing in foreign countries can bring tax surprises if not planned carefully. Our team can analyze your planned investment and help you find a tax plan that achieves your objectives. Here are just a few of the things we can help with:
Planning for the utilization of investment losses
Determining the characteristics of the investment income and the taxation of that income
Developing a plan for the repatriation of income
Assisting in completing the required tax reporting in both the foreign jurisdiction and in Canada
Non-Residents Holding Canadian Real Estate
When you invest in Canadian real estate, you become subject to a variety of Canadian tax implications. Here are some of the ways we can help:
Assisting with Canadian withholding tax payments and reporting for rental income
Supporting your HST/GST reporting on commercial rentals
Requesting a reduction of withholding tax based on net rental income
Preparation of Section 216 elective Canadian tax returns to report rental income
Preparation of Section 116 clearance certificate for sale of Canadian real estate
Non-Residents Investing in Canadian Companies
When investing in a Canadian company, the ideal structure will differ greatly depending on the nature of the company and the type of income that it earns. Once the appropriate structure is chosen, there are many Canadian tax filings that will need to be addressed.
Our team can help you through the tax planning, tax compliance and eventual divestiture of your investments.
Canadians Investing in Foreign Companies
Acquiring a significant stake in a foreign corporation brings unique opportunities to Canadian investors but along thrusts them into the specialized laws and regulations associated with investments in “foreign affiliates”.
We can assist in interpreting these laws to help with the following:
Annual disclosures for the foreign company on Form T1134
Calculations of deemed income inclusions under the foreign accrual property income (FAPI) rules
Tracking of surplus balances (which ultimately determine how dividends from the affiliate are taxed)
Preparing a strategy for repatriating the profits from the foreign corporation