Home In Depth Special Reports Golombek: Tax Savings 2014

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.

February 26, 2014

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.

  • February 26, 2014 October 31, 2019
  • 12:35

Encourage tax-gain donating throughout the year

In part two of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, 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.

  • February 5, 2014 October 31, 2019
  • 07:30

Help your clients avoid tax refunds

In part one of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, 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 Savings 2014 next week.

  • January 31, 2014 October 31, 2019
  • 09:30