In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, outlines new estate tax proposals from the 2016 U.S. presidential nominees, and the potential impact on your American clients.
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
You and your clients may need to get creative in brainstorming strategies for borrowing
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Departure clears the way for Republicans to name new top regulator
Concerns about conflicts, insider trading, manipulation in pre-hedging trades