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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

The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility

  • March 25, 2019 March 27, 2019
  • 00:00

Breaking down gross negligence versus an honest mistake

  • February 25, 2019 February 22, 2019
  • 00:00

New rules mean taking steps before Dec. 31

  • November 28, 2018 December 4, 2018
  • 09:00

Buying from a non-resident requires careful planning

  • October 15, 2018 October 15, 2018
  • 17:14

The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes

  • July 13, 2018 September 10, 2018
  • 00:00

New case requires CRA to reconsider penalty for late reporting

  • June 18, 2018 September 21, 2018
  • 00:00

The limits of carrying credits forward

  • April 13, 2018 September 7, 2018
  • 00:00

Tax problems with this form of income splitting

  • March 16, 2018 September 7, 2018
  • 11:10

A recent case offers lessons for claiming employee expenses

  • January 25, 2018 September 4, 2018
  • 00:07

How, when and why to ditch a loser

  • December 15, 2017 September 4, 2018
  • 12:03

More columnists

Investments

Mark Yamada

Modern monetary theory and pandemic debt

Will MMT unlock economic potential or lead to global meltdown?

  • August 14, 2020 August 14, 2020
  • 14:30

The legacy of pandemic debt

Will massive government spending and central bank easing lead to inflation, deflation or both?

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

Owning Canadian banks in 2020

How Covid-19 may affect loans, earnings and dividends

  • April 20, 2020 April 20, 2020
  • 12:17

From passive investors to active shareholders

ETF growth is building proxy power for passive managers

  • March 27, 2020 April 13, 2020
  • 09:30
Tax & Estate Planning

Keith Masterman

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

  • August 7, 2020 July 31, 2020
  • 16:00

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

  • April 21, 2020 April 20, 2020
  • 15:00

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

  • December 18, 2019 December 17, 2019
  • 14:00

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

  • August 19, 2019 August 19, 2019
  • 14:50
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
Tax & Estate Planning

Vivek Bansal

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
My Practice

Rick Goossen

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

  • July 30, 2020 July 29, 2020
  • 14:30
Tax & Estate Planning

Wilmot George

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
  • 14:30

Long-term care and the principal residence exemption

Can your client claim the PRE after moving to assisted living?

  • May 5, 2020 May 12, 2020
  • 15:00

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

  • November 15, 2019 November 13, 2019
  • 16:00

Tax and estate concerns at different life stages

Tips for serving clients of all ages

  • October 25, 2019 October 28, 2019
  • 13:00
Market Insights

Jim Otar

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

Prioritize expenses in drawdown calculations

The famous 4% rule won’t work for many clients

  • May 16, 2014 September 8, 2018
  • 00:10

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

Budget 2019 could mean more tax payable for fundholders

Department of Finance expects to gain $350 million by 2024 from proposals

  • April 2, 2019 April 2, 2019
  • 09:00
Tax & Estate Planning

Doug Carroll

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

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

  • June 9, 2020 June 2, 2020
  • 14:30

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

  • April 1, 2020 April 1, 2020
  • 14:30

Disputing when critical illness insurance is payable

Former cabinet minister John Manley lost a case contesting a policy's "triggering event"

  • January 28, 2020 January 28, 2020
  • 16:16
Insurance

Kevin Wark

Understanding rebating rules for insurance

Advisors in breach of provincial regulations could face sanctions

  • June 26, 2020 June 26, 2020
  • 15:00

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

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

Immediate leveraged insurance: Tips and traps

Watch out for these issues

  • September 12, 2018 September 12, 2018
  • 15:14

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

  • June 28, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Jacqueline Power

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

Planning for blended families using trusts

Complex families can have complex needs

  • October 16, 2019 October 16, 2019
  • 13:00

CPP enhancements: what to tell clients

Younger clients will enjoy a greater benefit from changes introduced this year

  • March 20, 2019 June 27, 2019
  • 13:00
Tax & Estate Planning

Rebecca Hett

Help for the social-cause sector during Covid-19

These organizations’ structures dictate CRA compliance and pandemic support

  • June 12, 2020 June 12, 2020
  • 15:00

Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

  • February 6, 2020 February 6, 2020
  • 16:25

Help your farmer clients maintain their tax advantages, Part 2

Find out the criteria for determining qualified farm property

  • January 31, 2020 February 6, 2020
  • 14:00

Help your farmer clients maintain their tax advantages, Part 1

Avoid these pitfalls to access the lifetime capital gains exemption

  • January 30, 2020 January 30, 2020
  • 12:00

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

Clients like you, they really like you—and that’s a problem

There's a shadow side to likability

  • May 11, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Jamie Golombek

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

Prescribed rate scheduled to drop for Q3

The lower rate creates opportunities for income splitting

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

Part-time advisor’s business income doesn’t justify ‘staggering’ expenses

A Tax Court case shows what can happen to unsupported claims

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

Testing of T1135 penalties continues

The latest court case highlights the importance of filing on time

  • February 7, 2020 February 19, 2020
  • 09:30
Tax & Estate Planning

Curtis Davis

How to unlock a life income fund

If clients need liquidity, there are options

  • June 11, 2020 June 5, 2020
  • 12:00

Tax treatment of federal Covid-19 measures

RRIFs, CERB and working from home have tax implications

  • April 14, 2020 April 15, 2020
  • 13:37

Help clients calculate RRSP limits

Breaking down pension adjustments and other challenges

  • February 20, 2020 February 24, 2020
  • 11:03

Sprinkle the income, but beware the tax

A TOSI case study

  • February 7, 2020 February 6, 2020
  • 09:30
Tax & Estate Planning

Charmaine Ko

What U.S. citizens should know before purchasing Canadian life insurance

These steps can prevent tax surprises

  • June 4, 2020 June 2, 2020
  • 14:00

The perils of owning U.S. life insurance

These tax-advantaged savings vehicles can result in a tremendous tax headache

  • May 29, 2020 June 4, 2020
  • 15:51
Tax & Estate Planning

Frank Di Pietro

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 changes looming for employees receiving stock options

Help clients navigate the new rules

  • September 20, 2019 September 20, 2019
  • 15:00

Your part in Canada’s plan to boost financial literacy

Inadequate financial literacy can lead to a lack of financial confidence

  • July 13, 2018 September 10, 2018
  • 00:00

Explaining how RI and smart beta come together

Demand is rising for both ESG analysis and smart beta strategies

  • June 12, 2018 September 10, 2018
  • 00:00

What it really means to put clients first

Insights from advisors and investors on how to best serve your book

  • May 11, 2018 May 13, 2019
  • 00:00

A tale of two REITs

There’s still room for wins in the dynamic real estate sector, even as interest rates rise

  • April 13, 2018 September 10, 2018
  • 00:00
Tax & Estate Planning

Tim Brisibe

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

  • July 26, 2018 September 10, 2018
  • 00:00

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

  • February 9, 2018 September 4, 2018
  • 13:00

What happens when parents and adult children are joint tenants?

A look at the pros and cons

  • July 18, 2017 September 10, 2018
  • 12:00
Tax & Estate Planning

Jim Witty

How small businesses without employees get shut out of benefits

More support is needed to cope with the pandemic

  • May 7, 2020 May 12, 2020
  • 14:50

How passive income is calculated for CCPCs

Examining adjusted aggregate investment income

  • October 12, 2018 October 12, 2018
  • 13:39