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Year-end Tax Planning
Don’t wait until the end of the year.
There are several tax strategies and tax planning opportunities that you can help your clients take advantage of, but only if they act before Dec. 31.

From tax-loss selling to charitable donations, from RESP contributions to making a prescribed rate loan to a spouse/partner or a family trust for minor children, Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, reviews some of his major year-end tax planning tips.

Notre conférencier d'honneur Jamie Golombek
Managing director, tax and estate planning, CIBC Private Wealth Management
Quand 22 Novembre 2012
Heure 15h
Coûts Gratuit

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