This session explains the reporting and taxation of growth, income and cash flow out of investment funds. Attendees will gain a clearer understanding of the differences in reporting between segregated funds and mutual funds both during the accumulation period and for payout plans. Attendees will also learn how they work in both individually owned and corporate owned scenarios through the use of case studies.

We address the question of the reporting of capital distributions, including a section on how a capital dividend account may be used to distribute certain types of investment income.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until April 24, 2024.