Financial Planning

Golombek: Tax Savings 2014

In this three-part video series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, outlines tax saving strategies for your clients.

In this Special Feature

  • Help your clients avoid tax refunds

    In part one of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce's wealth advisory services division in Toronto, explains how avoiding tax refunds can help your clients. He outlines strategies for deducting expenses at source and putting these funds into investment vehicles right away. Tune in for part two of Golombek: Tax...

    Financial Planning
  • Encourage tax-gain donating throughout the year

    In part two of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce's wealth advisory services division in Toronto, explains how to help clients by implementing charitable tax-gain donating throughout the year, and not waiting until year-end. Watch for part three on February 19.

    Financial Planning
  • Use income-splitting for tax savings now

    In part three of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce’s wealth advisory services division in Toronto, counsels advisors to use income-splitting for tax savings now, since the prescribed rate as dropped back down to 1% as of January. He explains how to implement income-splitting strategies.

    Financial Planning