Tax moves and strategies to consider before year-end

As the end of the year approaches, it’s important to review your clients’ personal tax situations to ensure they’re taking advantage of tax-planning opportunities that must be executed before Dec. 31. Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth, will review some key year-end tax planning strategies, such as tax-gain selling and tax-loss harvesting, charitable giving, TFSA, RRSP and FHSA contributions/withdrawals, and tax planning opportunities for incorporated clients.

The Globe and Mail