Estate tax update - PowerPoint PPT Presentation

Tax Update for Advisors – March 2010

Tax Update for Advisors – March 2010. Jamie Golombek Managing Director. Agenda. 2010 tax changes Top 10 Tax Filing Tips (2009 returns) TFSA update U.S estate tax update Hot tax cases. 2010 Federal Tax Brackets. Non-refundable Tax Credits. EI special benefits for self-employed.

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622 views • 44 slides

Year End Tax Tips: 2010

Year End Tax Tips: 2010. Jamie Golombek Managing Director, Tax &amp; Estate Planning, CIBC Private Wealth Management December 2010. Agenda . Year end tax tips Tax shelter update US Estate tax update Two big ideas: RRSPs for business owners? TFSA vs RRSP. Tax loss selling - transfers.

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606 views • 40 slides

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