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Tax & Estate Planning

Jamie Golombek

Jamie Golombek, CA, CPA, CFP, CLU, TEP is managing director, tax and estate planning, at CIBC Private Wealth Management in Toronto

There are three options used to determine how much taxpayers need to pay each quarter

  • May 11, 2021 May 11, 2021
  • 09:30

Tips for the month ahead

  • March 12, 2021 March 12, 2021
  • 09:00

Which method is best for your clients?

  • February 5, 2021 February 3, 2021
  • 10:00

A taxpayer was told he owed $4.1 million in taxes

  • June 12, 2020 June 22, 2020
  • 09:00

The lower rate creates opportunities for income splitting

  • May 1, 2020 May 12, 2020
  • 11:54

A Tax Court case shows what can happen to unsupported claims

  • March 27, 2020 April 13, 2020
  • 09:30

The latest court case highlights the importance of filing on time

  • February 7, 2020 February 19, 2020
  • 09:30

Breaking down the tax implications.

  • December 10, 2019 December 18, 2019
  • 16:00

A taxpayer deposited a cheque into the wrong account

  • November 29, 2019 November 27, 2019
  • 12:00

Help your client with timely tax-efficient planning

  • November 25, 2019 January 31, 2020
  • 16:00

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Keith Masterman

Help your client avoid losing GRE status

Contributions and loans to a graduated rate estate can have tax consequences

  • September 7, 2021 September 7, 2021
  • 14:06

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

  • March 18, 2021 March 18, 2021
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Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

  • December 10, 2020 December 14, 2020
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When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

  • August 7, 2020 July 31, 2020
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Tax & Estate Planning

David Truong

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

  • August 4, 2021 August 4, 2021
  • 14:36

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

  • January 30, 2018 May 13, 2019
  • 14:00

Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

  • January 9, 2018 September 12, 2018
  • 15:01

DTC eligibility for taxpayers with Type 1 diabetes

Why people living with Type 1 diabetes have been refused the Disability Tax Credit

  • December 20, 2017 September 4, 2018
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Investments

Mark Yamada

Bitcoin: Disruptive technology or digital Beanie Baby?

Putting cryptocurrencies in perspective

  • July 23, 2021 July 26, 2021
  • 16:12

Is the tech boom over?

History lessons from the Nifty Fifty

  • May 21, 2021 May 20, 2021
  • 14:00

Breakdancing and ESG investing

Judging the ESG judges

  • May 11, 2021 May 11, 2021
  • 09:30

Investors are finding gaps between perception and reality

GameStop, and the real challenge for capital markets

  • March 12, 2021 March 12, 2021
  • 09:00
Tax & Estate Planning

Vivek Bansal

Potential tax implications from renting a principal residence

A change in use could result in a deemed disposition

  • July 22, 2021 July 22, 2021
  • 14:16

How should your clients own real estate properties?

There are benefits and risks to owning property personally, through a trust or through a corporation

  • November 27, 2020 November 26, 2020
  • 10:00

Help your client wind down their private corporation

Consider these tax-efficient options

  • July 31, 2020 August 4, 2020
  • 15:00

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

  • March 31, 2020 March 30, 2020
  • 14:30
Tax & Estate Planning

Wilmot George

Don’t let real estate add to relationship woes

Consider the tax consequences before transferring property after a separation

  • July 19, 2021 July 19, 2021
  • 14:00

RRSPs, RRIFs and withholding taxes at death

The absence of withholding taxes can create unexpected consequences if no planning is done

  • March 19, 2021 March 19, 2021
  • 14:00

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

  • November 20, 2020 November 24, 2020
  • 12:00

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

  • July 22, 2020 July 22, 2020
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Tax & Estate Planning

Jacqueline Power

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

  • July 9, 2021 July 9, 2021
  • 15:11

Severance planning: What your client should consider

Use these tips for discussions and decision-making

  • March 2, 2021 March 1, 2021
  • 14:00

What clients should know about CERB

Rules govern coordination with other benefits, repayment

  • June 18, 2020 June 18, 2020
  • 15:15

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

  • March 3, 2020 March 5, 2020
  • 14:15
Tax & Estate Planning

Frank Di Pietro

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

  • June 18, 2021 June 18, 2021
  • 14:18

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

  • June 2, 2020 June 1, 2020
  • 13:00

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

  • April 16, 2020 April 16, 2020
  • 11:00

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

  • February 7, 2020 March 30, 2020
  • 13:30
Tax & Estate Planning

Rebecca Hett

What the disability tax credit means for eligible Canadians and their families

Qualification is a gateway to additional tax savings

  • May 14, 2021 June 22, 2021
  • 15:13

How to deduct home office expenses

Here’s what your clients need to know for the 2020 tax year

  • February 4, 2021 February 4, 2021
  • 16:30

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

  • November 26, 2020 December 21, 2020
  • 14:04

Potential tax implications of the U.S. election

The impact of tax policy extends north of the border

  • October 30, 2020 October 30, 2020
  • 08:32
Market Insights

Jim Otar

How sustainable is the CPP?

A panoramic view of the next 75 years

  • May 14, 2021 May 14, 2021
  • 13:58

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

  • July 16, 2020 August 13, 2020
  • 13:15

How long until my portfolio recovers from March’s sell-off?

Using historical returns to forecast a recovery

  • June 12, 2020 June 22, 2020
  • 09:00

ALDAs: to buy or not to buy

A breakdown of who benefits from the federal government’s proposed annuity

  • February 7, 2020 May 12, 2020
  • 09:30
Tax & Estate Planning

Tim Brisibe

Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

  • May 11, 2021 May 11, 2021
  • 12:00

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

  • October 2, 2020 July 15, 2021
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When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

  • May 8, 2020 May 12, 2020
  • 15:00

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

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  • 00:00
Tax & Estate Planning

Curtis Davis

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

  • May 11, 2021 May 11, 2021
  • 09:30

Help clients transfer global pensions to Canada

Three steps for assessing eligibility

  • March 12, 2021 March 12, 2021
  • 09:00

Proactive tax planning for 2021

Take these steps to help clients manage tax on pandemic benefits

  • February 5, 2021 February 2, 2021
  • 10:00

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

  • October 30, 2020 November 3, 2020
  • 09:00
Tax & Estate Planning

Jamie Golombek

Instalment payments for clients who owe taxes

There are three options used to determine how much taxpayers need to pay each quarter

  • May 11, 2021 May 11, 2021
  • 09:30

Helping clients through a challenging tax season

Tips for the month ahead

  • March 12, 2021 March 12, 2021
  • 09:00

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

  • February 5, 2021 February 3, 2021
  • 10:00

Court case shows how much can go wrong with T5008 slip

A taxpayer was told he owed $4.1 million in taxes

  • June 12, 2020 June 22, 2020
  • 09:00

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

  • March 25, 2020 April 13, 2020
  • 16:50

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

  • March 13, 2020 March 13, 2020
  • 15:36

In search of buying opportunities

Investing advice that works

  • May 11, 2021 May 11, 2021
  • 09:30

Home bias isn’t all bad

Are your clients invested too much in Canada?

  • March 12, 2021 March 12, 2021
  • 09:00

Welcome to the new investor wasteland

Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense

  • February 5, 2021 February 3, 2021
  • 10:00

For investors, cash flows only tell half the story

Don’t fall prey to cash-is-king platitudes

  • October 30, 2020 November 3, 2020
  • 09:00
Tax & Estate Planning

Doug Carroll

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

  • March 23, 2021 March 23, 2021
  • 10:14

Chess and retirement planning

The decumulation game requires a dynamic strategy

  • January 22, 2021 January 22, 2021
  • 14:00

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

  • November 13, 2020 November 13, 2020
  • 11:53

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

  • July 2, 2020 July 8, 2020
  • 14:30

Taking a pass on pricey products

Clients need advisors who control costs

  • March 12, 2021 March 12, 2021
  • 09:00

A post-pandemic upgrade for advice

Getting intentional about putting clients first

  • June 12, 2020 June 22, 2020
  • 09:00

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

  • October 25, 2019 October 25, 2019
  • 13:00

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t

  • May 24, 2019 June 11, 2019
  • 09:00

Choose your foes wisely

Financial services are vulnerable to populism

  • January 29, 2021 February 5, 2021
  • 09:29

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

  • October 28, 2020 November 3, 2020
  • 09:59

The meaning of trust is changing

Competence is no longer enough

  • February 7, 2020 May 12, 2020
  • 09:30

Being an advisor in 2030

Reluctant predictions for the decade ahead

  • November 29, 2019 November 27, 2019
  • 12:00
Tax & Estate Planning

Funda Dilaver

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

  • January 7, 2021 January 7, 2021
  • 14:00
Tax & Estate Planning

Lea Koiv

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

  • August 4, 2020 July 31, 2020
  • 06:00

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

  • December 15, 2017 September 9, 2018
  • 12:03

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

  • October 20, 2017 January 16, 2019
  • 00:00

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

  • September 22, 2017 September 4, 2018
  • 00:30
My Practice

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Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

  • July 30, 2020 July 29, 2020
  • 14:30