Jamie Golombek

Tax & Estate

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

Year-End Tax Planning for 2023

Tax-loss selling, charitable giving and managing the new AMT.

Featuring Jamie Golombek | November 6, 2023

8 min 17 sec | Related Article

Tax Court case shows consequences of missing — or ignoring — CRA mail

The case involved a mail carrier who claimed he never received notices of reassessment

By Jamie Golombek | October 31, 2023

3 min read

Advisor learns the hard way that TFSAs are not for frequent trading

A Tax Court case led to a hefty tax bill

By Jamie Golombek | March 31, 2023

3 min read

Golombek’s 2023 Budget Highlights

What clients need to know about the AMT, RESPs, intergenerational transfers and more.

Featuring Jamie Golombek | March 29, 2023

8 min 10 sec | Related Article

Tax Changes to Watch for in 2023

FHSA provides opportunities, but watch out for surplus stripping and minimum tax.

Featuring Jamie Golombek | December 20, 2022

4 min 38 sec | Related Article

Jamie Golombek’s Year-End Tax Tips

Strategies for tax-loss selling and more.

Featuring Jamie Golombek | December 13, 2022

4 min 14 sec | Related Article

TFSA overcontributions still a problem

Federal Court case is the latest reminder of the costs

By Jamie Golombek | November 7, 2022

4 min read

CRA can use ‘arbitrary assessments’ to fill a filing void

A Tax Court case offers a warning about missing corporate returns

By Jamie Golombek | May 9, 2022

4 min read

Golombek’s Budget 2022 Highlights

New home savings account will allow transfers from RRSPs.

Featuring Jamie Golombek | April 8, 2022

5 min 52 sec | Related Article

No court relief for accidental RRSP overcontribution

A lack of understanding about spousal RRSP limits was no excuse

By Jamie Golombek | March 14, 2022

4 min read

Advisor’s expense claims get cold reception at Tax Court

After starting a side business selling insurance, an advisor went too far in claiming expenses

By Jamie Golombek | February 4, 2022

3 min read

1 2 3 11