+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 6of 6

Results: 6

Jamie Golombek, CPA

Jan 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.
Tax-deferred savings plans for HNW clients in the U.S. and Canada image

Jamie Golombek, CPA

Nov 6, 2024

Tax-deferred savings plans for HNW clients in the U.S. and Canada

How can you minimize taxes for high-net-worth clients? Golombek addresses how to deal with tax-deferred savings plans for high-net-worth clients in both Canada and the United States.

Jamie Golombek, CPA

Feb 13, 20204 min

What high-net-worth clients are missing about education planning

Find out the best strategies for starting early with education planning and maximizing contributions.

Jamie Golombek, CPA

Feb 13, 20205 min

Does tax planning drive philanthropy?

Learn why people give back and how that may or may not pertain to tax planning.

Jamie Golombek, CPA

Feb 13, 20205 min

Tax planning for high-net-worth clients

Advance your understanding of tax rates and how they pertain to clientele at a particular income level.

Jamie Golombek, CPA

Feb 6, 201969 min

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.