Talking tax savings: Have you considered a prescribed rate loan strategy?

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

Originally broadcast on May 27, 2020.

In this webinar, members of RBC Wealth Management Services, Allison Marshall, CPA, CA, Vice President, HNW Planning Services and Financial Advisory Support, and Prashant Patel, ASA, CFP, TEP, Vice President, Business Owner Specialist, HNW Planning Services, discuss a variety of aspects and details related to prescribed rate loan planning, and why, for some, now may be a good time to consider the possible benefits of this strategy.

Helping you prepare your tax return

A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities.

 

View the Tax Reporting Guide now.