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Jamie Golombek, CPA
Jamie Golombek, CPA
in MDRT EDGEJan 9, 2019

Tax planning for high-net-worth clients

Golombek shares a variety of tax planning strategies based on Canadian law but also applicable in the United States. Topics include income-splitting tactics, estate planning, education planning and life insurance as an alternative to fixed income. Golombek goes into detail about philanthropy and corporate donations, specifically illuminating the No 1. missed opportunity in philanthropy high-net-worth individuals miss every day.
Wealth management
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Author(s):

Jamie Golombek, CPA

Toronto, Canada