After the traditional tax-minimization strategies have been used, you can recommend more sophisticated approaches, such as insurance and charitable-giving strategies, to preserve clients' wealth
There are a number of tax strategies that clients often overlook at filing time. There also are some wrinkles this year as a result of the change in government last autumn
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For more information, register for Investment Executive’s Year-end tax planning 2015 webinar.
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 2015.
Jamie Golombek, managing director of tax and estate planning at CIBC Wealth Advisory Services, reviews some of his major year-end tax planning tips
Several tax strategies result in greater savings when executed near the beginning or the end of a calendar year. These tips can help you to ensure your clients meet deadlines and get the most from tax-saving programs
In 2014, 42.1% of income went to taxes while 36.6% went to basic necessities
Federally, the top tax kicks in once taxable income is above $138,586, but provincially, the threshold is all over the map
Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may impact your clients. He spoke at the CIFPs 2015 annual conference in Vancouver.
Millennials say they are least confident in their understanding of how specific types of investment income are taxed