Advisors falling short on providing Canadians tax-planning advice

From tax-loss selling to the looming expiry of the first-time donor’s super credit, Jamie Golombek will review the most important yearend tax planning opportunities for 2017, including the potential steps private business owners may wish to consider prior to Dec. 31 to take into account the proposed CCPC tax changes. Golombek will also provide an update on recent U.S. personal and estate tax developments.

The webinar has ended. Log in to Investment Executive‘s CE Place, watch a replay of the webinar, take the quiz and earn CE credits. (The Institute and IIROC credits pending.)