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Tax Planning Checklist

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Would you like an Investaflex Representative to follow-up and discuss your answers with you?

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1.  Taxes are my largest ongoing expense and it is important that my financial plan addresses this issue.
Yes
No
Unsure
2.  I have utilized all income splitting opportunities available to me.
Yes
No
Unsure
Yes
No
Unsure
3.  I have maximized all tax deductions available to me.
Yes
No
Unsure
4.  I have maximized capital gains and dividends and reduced income.
Yes
No
Unsure
5.  The financial choices I make focus on saving tax.
Yes
No
Unsure
6.  My financial advisor incorporates tax planning into my financial plan.
Yes
No
Unsure
7.  I leave my accountant to tell me what to do in terms of tax savings.
Yes
No
Unsure
8.  I understand how to multiply my Small Business Capital Gains Exemption ($500K capital gain tax free).
Yes
No
Unsure
9.  I want to learn more about other ways to reduce my taxes.
Yes
No
Unsure
10.  I want to learn more about the different tax treatments of various investment strategies.

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