Home In Depth Special Reports Yearend tax strategies 2016

Yearend tax strategies 2016

In this special feature: simplifying tax preparation; changes to principal residence rules and more. For more tax-saving strategies see Investment Executive‘s Special Report on Taxes 2016.

November 2, 2016

Most Canadians not aware of yearend tax strategies, CIBC poll finds

And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage of certain tax credits

  • November 2, 2016 November 2, 2016
  • 11:40

Three new yearend tax tips for 2016

In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, discusses a few issues that are new to 2016’s yearend.

  • October 26, 2016 January 18, 2018
  • 09:25

What’s new for 2016 yearend tax planning

There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31

  • October 17, 2016 December 15, 2017
  • 05:00

Significant changes to principal residence exemption

In part one of a three-part series about year-end tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, explains how the changes to the principal residence exemption will affect every Canadian. Click here to register for Golombek’s 2016 Year-end Tax Planning webinar.

  • October 13, 2016 January 18, 2018
  • 10:15

Replay: Yearend Tax Planning 2016

Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips

  • October 13, 2016 January 29, 2018
  • 09:55