The Trust Savings Worksheet will quickly illuminate the tax savings available by distributing dividends using a family trust.
Trust Savings Worksheet
This worksheet projects the tax savings available by distributing income using a trust rather than directly to a single shareholder.
This worksheet compares the total personal taxes paid by one individual to that of several trust beneficiaries for a clear presentation of tax planning value.
This can validate the some of the most valuable financial advice you might ever give to your clients... show them the money!
- Trust Savings Worksheet (Standard)
- Trust Savings Worksheet (Simple)