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BMO Financial Group May 2015Tax Planning Involving Family Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating

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What is tax planning involving family?

Tax planning involving family is the process of strategically organizing family finances in order to minimize tax liabilities.

Who is required to file tax planning involving family?

Any individual or family who has income and assets that are subject to taxation is required to file tax planning involving family.

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Tax planning involving family can be filled out by consulting with a financial advisor or tax professional who can provide guidance on the best strategies to minimize tax liabilities.

What is the purpose of tax planning involving family?

The purpose of tax planning involving family is to legally reduce tax liabilities through various strategies such as deductions, credits, and investment planning.

What information must be reported on tax planning involving family?

Information such as income from various sources, deductions, credits, investments, and assets must be reported on tax planning involving family.

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