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.