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.
What clients need to know about the AMT, RESPs, intergenerational transfers and more.
FHSA provides opportunities, but watch out for surplus stripping and minimum tax.
Strategies for tax-loss selling and more.
New home savings account will allow transfers from RRSPs.
“Tax planning should be a year-round affair. You want to make sure that you get all your tax affairs in order well before tax season,” advises Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning.
Help your client with timely tax-efficient planning.
Jamie Golombek breaks down the government's priorities
"Today’s 2021 budget was the first federal budget we’ve had in over two years," says Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning. Many items that had worried Canadians such as an increase in the capital gains inclusion rate, a tax on principal residences and a wealth tax were all absent, he adds.
The long-awaited document has "something for everyone"
If something looks off, double-check your slip