Position your clients before December 31! From tax-loss selling to charitable donations, from RESP optimization to the new RRIF withdrawal rules, Jamie Golombek recently shared his major year-end tax planning tips, including an update on recent U.S. estate tax developments, in a webinar hosted by Investment Executive.
Please note: You will be required to log in to Investment Executive's CE Place site to access this replay.
More tax resources featuring Jamie Golombek
2016 Year-end Tax Tips Report
Jamie Golombek is an industry tax expert and Managing Director of Tax and Estate Planning at CIBC Wealth Strategies Group.
January 11, 2019
January 7, 2019
December 28, 2018More >