Don’t wait until the end of the year. There are several tax strategies and tax-planning opportunities that you can help your clients take advantage of, but only if they act before Dec. 31.
From tax-loss selling to charitable donations, from RESP optimization to the new RRIF withdrawal rules, Jamie Golombek, managing director of tax and estate planning at CIBC Wealth Advisory Services, reviews some of his major year-end tax planning tips, including an update on recent U.S. estate tax developments.
Date and Time: Tuesday, Nov. 3, 2015 from 3:00 to 4:00 pm ET – complimentary webinar
Presenter: Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services
Watch the replay in CE Place, take the quiz and earn CE credits.
(The Institute and IIROC credits pending.)
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