Proposed amendments in a number of areas could affect clients’ financial plans
There are three areas, in particular, in which financial advisors can really help their clients take advantage of the tax-related opportunities involved with charitable giving
Feds targetting a range of tax loopholes
Advisors should help clients understand how taxes can impact every financial decision that they make — especially when it comes to investing
Advisors win right to press claim that investigation was bungled
A recent appeal court decision means less protection for advisors
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, asserts that this year’s federal budget left many strategies still intact that can help clients reduce the taxes they pay. He spoke at the CIFPs 2013 annual conference in Niagara Falls, Ont.
A large law firm is facing a class action by taxpayers who allege that they relied on an opinion about a charitable tax shelter
As more clients go DIY, find ways to help them save
Include spouses and children for maximum benefit