Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce's wealth strategies group, discusses three ways Canadians and Americans living in Canada may benefit from U.S. President Donald Trump’s tax proposals.
A reduction in the highest U.S. income tax bracket could encourage high earners to move stateside while a repeal of the estate tax means complex planning may not be needed
Here are 10 strategies to help clients minimize their tax burden and maximize their financial positions
If your clients are sitting on some significant accrued capital gains, you could remind them about donating appreciated securities “in-kind” to the charity of their choice
With returns on traditional fixed-income investments difficult to come by in a low interest rate environment, tax efficiency is becoming an increasingly important component in building a healthy retirement income. Discover a variety of ways to help clients minimize the tax bite in retirement, from the use of corporate class funds in non-registered accounts to […]
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
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.
In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, outlines new estate tax proposals from the 2016 U.S. presidential nominees, and the potential impact on your American clients.
There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31
Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips