Jamie Golombek

Jamie Golombek, CA, CPA, CFP, CLU, TEP is managing director, tax and estate planning, at CIBC Private Wealth in Toronto.

Tax & Estate

Year-End Tax Planning for 2023

Tax-loss selling, charitable giving and managing the new AMT.

Featuring Jamie Golombek | November 6, 2023

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Tax News

Tax Court case shows consequences of missing — or ignoring — CRA mail

The case involved a mail carrier who claimed he never received notices of reassessment

By Jamie Golombek |October 31, 2023

1 min read

Advisor's Edge

Advisor learns the hard way that TFSAs are not for frequent trading

A Tax Court case led to a hefty tax bill

By Jamie Golombek |March 31, 2023

1 min read

Tax & Estate

Golombek’s 2023 Budget Highlights

What clients need to know about the AMT, RESPs, intergenerational transfers and more.

Featuring Jamie Golombek | March 29, 2023

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8 min 10 sec | Related Article

Tax & Estate

Tax Changes to Watch for in 2023

FHSA provides opportunities, but watch out for surplus stripping and minimum tax.

Featuring Jamie Golombek | December 20, 2022

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4 min 38 sec | Related Article

Tax & Estate

Jamie Golombek’s Year-End Tax Tips

Strategies for tax-loss selling and more.

Featuring Jamie Golombek | December 13, 2022

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4 min 14 sec | Related Article

Advisor's Edge

TFSA overcontributions still a problem

Federal Court case is the latest reminder of the costs

By Jamie Golombek |November 7, 2022

1 min read

Advisor's Edge

CRA can use ‘arbitrary assessments’ to fill a filing void

A Tax Court case offers a warning about missing corporate returns

By Jamie Golombek |May 9, 2022

1 min read

Tax & Estate

Golombek’s Budget 2022 Highlights

New home savings account will allow transfers from RRSPs.

Featuring Jamie Golombek | April 8, 2022

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5 min 52 sec | Related Article

Advisor's Edge

No court relief for accidental RRSP overcontribution

A lack of understanding about spousal RRSP limits was no excuse

By Jamie Golombek |March 14, 2022

1 min read

Advisor's Edge

Advisor’s expense claims get cold reception at Tax Court

After starting a side business selling insurance, an advisor went too far in claiming expenses

By Jamie Golombek |February 4, 2022

1 min read

2021 year end tax tips

“Tax planning should be a year-round affair. You want to make sure that you get all your tax affairs in order well before tax season,” advises Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning.

Featuring Jamie Golombek | November 30, 2021

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Tax & Estate

Golombek’s Year-End Tax Tips

Help your client with timely tax-efficient planning.

Featuring Jamie Golombek | November 29, 2021

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5 min 14 sec | Related Article

Tax & Estate

Tax Moves to Watch as Parliament Returns

Jamie Golombek breaks down the government's priorities

Featuring Jamie Golombek | November 17, 2021

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3 min 45 sec | Related Article

Advisor's Edge

A Tax Court lesson in saving receipts

Expense claims are possible without receipts, but it’s an uphill battle

By Jamie Golombek |October 4, 2021

1 min read

Advisor's Edge

Instalment payments for clients who owe taxes

There are three options used to determine how much taxpayers need to pay each quarter

By Jamie Golombek |May 11, 2021

1 min read

2021 Federal budget – Top takeaways

"Today’s 2021 budget was the first federal budget we’ve had in over two years," says Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning. Many items that had worried Canadians such as an increase in the capital gains inclusion rate, a tax on principal residences and a wealth tax were all absent, he adds.

Featuring Jamie Golombek | April 20, 2021