If your clients are sitting on some significant accrued capital gains, you could remind them about donating appreciated securities “in-kind” to the charity of their choice
With returns on traditional fixed-income investments difficult to come by in a low interest rate environment, tax efficiency is becoming an increasingly important component in building a healthy retirement income. Discover a variety of ways to help clients minimize the tax bite in retirement, from the use of corporate class funds in non-registered accounts to […]
And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage of certain tax credits
In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, discusses a few issues that are new to 2016’s yearend.
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.
There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31
Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips
As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies range from strategic withdrawals and contributions to making the best use of tax credits
Numerous changes are in the works to make the tax code more coherent while making the pursuit of tax evaders and closing the so-called "tax gap" easier. But these efforts could run afoul of political, economic and fiscal realities
Here are some reminders to share with your clients ahead of this year’s tax-filing deadline at end of day on Mon. May 2