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Section 85 Joint Tax Election

Find out if a Section 85 Election is right for you.

If your target company shares are held in more than one taxable investment account, consolidate the share details in order to only complete the information form once, as only election is required for each shareholder.

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The opinion, technical information and strategies contained on this website are for informational purposes, based on information provided by you and publically available information that is believed to be accurate and complete. We cannot guarantee the information’s accuracy or completeness as information may change without notice. Users of the website are advised to consult with a qualified tax or legal professional prior to implementing any strategies in order to ensure that their specific circumstances and the most current information have been considered. This information is not investment advice. Readers are directed to consult with their trusted investment professional for investment advice.