Advisors falling short on providing Canadians tax-planning advice

Don’t wait until the end of the year. There are many 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 tax credits that will be eliminated after 2016, Jamie Golombek reviews some of his major year-end tax planning tips. Golombek will also update us on possible changes to the US estate tax we might expect based on the results of the U.S. Presidential Election.

A replay of this webinar is now available in CE Place.

Log in to CE Place, watch the replay, take the quiz and earn CE Credits. (The Institute and IIROC credits pending.)

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Renissance Investments