News and resources for Canada's top financial advisors
Tax & Estate
Jamie Golombek, CA, CPA, CFP, CLU, TEP is managing director, tax and estate planning, at CIBC Private Wealth in Toronto.
Tax-loss selling, charitable giving and managing the new AMT.
Featuring Jamie Golombek | November 6, 2023
The case involved a mail carrier who claimed he never received notices of reassessment
By Jamie Golombek | October 31, 2023
3 min read
A Tax Court case led to a hefty tax bill
By Jamie Golombek | March 31, 2023
What clients need to know about the AMT, RESPs, intergenerational transfers and more.
Featuring Jamie Golombek | March 29, 2023
FHSA provides opportunities, but watch out for surplus stripping and minimum tax.
Featuring Jamie Golombek | December 20, 2022
Strategies for tax-loss selling and more.
Featuring Jamie Golombek | December 13, 2022
Federal Court case is the latest reminder of the costs
By Jamie Golombek | November 7, 2022
4 min read
A Tax Court case offers a warning about missing corporate returns
By Jamie Golombek | May 9, 2022
New home savings account will allow transfers from RRSPs.
Featuring Jamie Golombek | April 8, 2022
A lack of understanding about spousal RRSP limits was no excuse
By Jamie Golombek | March 14, 2022
After starting a side business selling insurance, an advisor went too far in claiming expenses
By Jamie Golombek | February 4, 2022
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
June 6, 2023|5 min read
August 23, 2022|4 min read