Fix Bill C-31 — Stop CRA's 3 New Audit Powers From Hitting Ordinary Canadians · 4,017 signedTake action →
← All resources

Worksheet

Prescribed Rate Loan Family Trust – Tax Savings Model

A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.

Worksheet

Prescribed Rate Loan Family Trust – Tax Savings Model

The Advisors Table

Worksheet

Prescribed Rate Loan Family Trust – Tax Savings Model

A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.

What's inside

  • Compare tax outcomes across interest, dividends, capital gains, and mixed portfolios
  • See how new AMT rules impact prescribed-rate trust strategies
  • Calculate estimated annual family tax savings based on your loan amount
  • Identify when the strategy saves money – and when it can backfire

From these episodes

Related resources

CEDAR GROUP IS HIRING

Senior Tax Manager · Tax Manager

2 open roles — Oakville, ON

Two ways in: the groundwork under our advisory files, or a senior seat with a defined path to Manager.

VIEW OPEN ROLES →