Time frame: 60 mins Learning objectives for participants: develop effective strategies to minimize the amount of tax paid understand basic tax law learn how to be proactive in tax planning and detailed record keeping understand the three main categories for tax planning: reducing income subject to tax maximizing deductions using all allowable tax credits learn simple tips and tools to save money Outline: understand tax laws tax planning keep detailed records how to achieve tax goals reduce taxable income tax deductions versus tax credits increase deductions use tax credits resources Q&A Learning materials: Document Organizer Worksheet — organizer and tracker of all documents needs for taxes Tax Rate tables — tax rates by province CPA Canada’s Personal Tax Planner Guide — comprehensive resource for tax planning strategies CRA’s Fairness and Taxpayer Bill of Rights — specifies the rights and obligations of the tax payer, and the commitments of the CRA Questions? For questions, please email us. Want a session in your area? We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit. Request guidelines: 12 weeks’ notice needed to setup a session. Requests must be submitted by the request deadline. If more than five sessions are needed, please contact us directly. For more information, visit setting up a financial literacy session.