Important advice for tax season
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As the April 30 tax deadline approaches, high-net-worth Canadians can face a unique mix of challenges and opportunities. In our March 2026 Wealth insights webinar, we look at practical ideas and strategies to help you navigate tax season.
Tax planning can feel straightforward—until you run into attribution rules, tax on split income, or a missed compliance step that undermines an otherwise sound strategy. In this Wealth insights tax season webinar recording, our tax and wealth planning specialists walk through practical, Canada-focused strategies to help families, business owners and retirees manage household tax more effectively—while staying aligned with today’s rules and enforcement environment.
In the video, Manulife tax experts Lucas Gareri and Curtis Davis share practical ideas and strategies to help you navigate tax season. You’ll hear why income splitting is still possible, why planning timelines matter, and why deadlines and documentation are so important.
Topics covered include:
- Income splitting fundamentals—what works and which rules constrain it.
- Attribution rules, and how they differ for spouses, minor children and adult children.
- Prescribed-rate loan strategies and the importance of the annual interest deadline.
- Income splitting using a corporation, and whether to take salary or dividends.
Should you wish to learn more about the topics presented or offerings on our platform, please reach out to your investment counsellor or a member of the Manulife Private Wealth team.
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