Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips
As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies range from strategic withdrawals and contributions to making the best use of tax credits
Numerous changes are in the works to make the tax code more coherent while making the pursuit of tax evaders and closing the so-called "tax gap" easier. But these efforts could run afoul of political, economic and fiscal realities
Here are some reminders to share with your clients ahead of this year’s tax-filing deadline at end of day on Mon. May 2
After the traditional tax-minimization strategies have been used, you can recommend more sophisticated approaches, such as insurance and charitable-giving strategies, to preserve clients' wealth
There are a number of tax strategies that clients often overlook at filing time. There also are some wrinkles this year as a result of the change in government last autumn
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 Year-end tax planning 2015 webinar.
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 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
Several tax strategies result in greater savings when executed near the beginning or the end of a calendar year. These tips can help you to ensure your clients meet deadlines and get the most from tax-saving programs