Issuing New Shares

Issuing New Shares Worksheet

The Issuing New Shares Worksheet quantifies the net cash benefits available by issuing new shares to achieve income splitting.

This worksheet is popular when suggesting a new strategy, or proving the tax savings from one already implemented. This worksheet easily shows your clients the value.

 YouTube video

YouTube video

 Download PDF

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Main interface

Existing personal income

Existing personal credits and deductions

Marginal personal income

Marginal personal credits and deductions

Marginal personal federal tax calculations

Marginal personal provincial tax calculations

 

Net cash summary

Net tax summary


  • Issuing New Shares Worksheet (Standard)
  • Issuing New Shares Worksheet (Simple)