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  1. Jamie Golombek
    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.
  2. Jamie Golombek
    In this three-part video series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, outlines tax saving strategies for your clients.
  3. Tessie Sanci
    Three issues to consider when older clients get divorced
  4. Tessie Sanci
    Asking about real-life events can strike a chord
  5. Jamie Golombek
    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.
  6. Jamie Golombek
    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 Savings 2014 next week.
  7. Tessie Sanci
    Millennials should learn the power of starting a savings plan early
  8. Tessie Sanci
    It pays to build relationships with your clients’ children
  9. Arthur Fish
    Arthur Fish, partner, Borden Ladner Gervais LLP in Toronto and manager of the Toronto Regional Wealth Management Practice, discusses the slippery slope of managing clients who are showing signs of cognitive impairment. He explains how to fulfill your professional obligations to impaired clients and best manage relationships with them.
  10. Dwarka Lakhan
    Some may not fully understand the importance of planning