Your Success Tax Estimate

REGISTERED PRODUCTS (RRSP, Etc)

Current Value of Your Accounts
Current Value Partners Accounts
Other:
Other:
Total of above

COTTAGE/SECOND PROPERTY

Current Fair Market Value of Second Property(s)
Adjusted Cost base of above Property(s)
Capital Gain on Property(s)
50% of Above

EQUITY INVESTMENTS

Mutual Funds/Stocks/Business Interests/Other
Adjusted Cost base of above
Capital Gain on Equities
50% of Above

TOTALS

Total from Registered Plan Section
Total from Second Property Section
Total from Equity Section
Total of above
Estimated Success Tax Rate
Total Success Tax Due

The above is an estimate of "The Success Tax" that will be due upon the death of the last spouse. This money will have to be paid to Revenue Canada, after the passing of the last spouse and within 6 Months or by April 30th of the following year. For more information visit Billgreen.ca Not Sure what the Success Tax is? Click Here. Or order a copy of "The Success Tax Shuffle" Here

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