For Advisor Use OnlySee full disclaimer Subscribe to Advisor ToGo e-alerts
Jamie Golombek is Managing Director, Tax and Estate Planning at CIBC Private Wealth Management, where he works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions. Jamie is quoted frequently in the national media as an expert on taxation.
Listen to the full podcast #1, on AdvisorToGo, powered by CIBC. Listen to the full podcast #2, on AdvisorToGo, powered by CIBC.
Five tax changes clients may ask about
Make the most of income splitting, passive income, donations and more. (Runtime: 5 min, 47 sec; size: 3.39 MB)
Help CCPCs retain small business deduction access in 2019 and beyond.
Help CCPCs retain small business deduction access in 2019 and beyond. (Runtime: 5 min, 59 sec; size: 2.82 MB)
The math behind the federal government’s rules, and tax strategies to explore.
Tax items to watch ahead of this year’s federal budget.
Learn about new tax considerations for this year.
If something looks off, double-check your slip
Frequent trading in a TFSA could be deemed carrying on a business.