Financial Planning

Jamie Golombek: Year-end tax planning 2015

In this three-part video series, Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, outlines tax saving strategies for your clients. For more tips, register for the free webinar, Year-end Tax Planning 2015, on Nov. 3.

In this Special Feature

  • What Liberal tax promises may mean for your clients — and when

    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 <a href="http://www.investmentexecutive.com/-/year-end-tax-planning-2015" target="_blank">Year-end tax planning 2015</a> webinar.

    Financial Planning
  • Why tax-loss selling is different in 2015

    Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 2015. For more information, register for Investment Executive’s <a href="http://www.investmentexecutive.com/-/year-end-tax-planning-2015" target="_blank">Year-end tax planning 2015</a> webinar.

    Financial Planning
  • Replay: Year-end tax planning 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

    Financial Planning
  • TFSA will outperform corporate investments for most business owners in 2015

    Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce's wealth advisory services division, explains that for most incorporated business owners in 2015, <a href="http://www.investmentexecutive.com/-/are-tfsas-a-good-idea-for-small-business-owner-clients-" target="_blank">investing in a TFSA will beat leaving surplus funds in the corporation for...

    Financial Planning