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Tax & Estate Planning - Home Reports Articles In the News Jamie's Biography

Reports

  • Five-Part Tax Tip Series
    #1: Home Sweet Home – Tax Tips for Homeowners
    #2: Use your kids to your tax advantage! – Tax Tips for Parents
    #3: A Teaching Moment – Tax Tips for Students
    #4: Mutual Obligations – Tax Tips for Mutual Fund Investors
    #5: Intaxication – Why getting a tax refund may be a sign of poor financial planning
    April 2011
  • Federal Budget 2011: An in-depth review March 2011
  • Just do it! The case for tax-free investing. Read Jamie's special report February 2011
  • Which works best: TFSA, RRSP or both? Read Jamie's special report January 2011
  • Read Jamie's tips for year end tax planning December 2010
  • Salary or dividends: what's best for a small business owner? October 2010
  • Top Ten Tax Filing Tips to save money on your 2009 return March 2010
  • Federal Budget 2010: An in-depth review March 2010
  • 10 Year-End Tax Tips November 2009
  • Business Transition Planning: Unleashing the tax opportunities! October 2009
  • What's Up Dock: Tax and estate planning for your vacation property June 2009
  • Federal Budget 2009: An in-depth review January 2009
  • Year-End Tax Wrap-Up: Get ready for the TFSA December 2008
TFSA
Investor Tax Tips
Family Tax Tips
U.S. Tax Tips
Trusts and Estates
Corporations
Charitable Giving
Federal Budget

This report is published by CIBC with information that is believed to be accurate at the time of publishing. CIBC and its subsidiaries and affiliates are not liable for any errors or omissions. This report is intended to provide general information and should not be construed as specific legal, lending, or tax advice. Individual circumstances and current events are critical to sound planning; anyone wishing to act on the information in this report should consult with his or her Advisor and tax specialist. Renaissance Investments is offered by CIBC Asset Management Inc. ™Renaissance Investments and "invest well. live better." Are registered trademarks of CIBC Asset Management Inc. Copyright 2012 CIBC Asset Management Inc.