Jamie Golombek – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 25 Nov 2022 16:58:18 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Jamie Golombek – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Foreign exchange can throw off your tax-loss selling plans https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/foreign-exchange-can-throw-off-your-tax-loss-selling-plans/ Fri, 25 Nov 2022 20:00:07 +0000 https://www.investmentexecutive.com/?p=456417 A client example illustrates the importance of currency calculations

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]]> Help your business owner client choose between salary and dividends https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/help-your-business-owner-client-choose-between-salary-and-dividends/ Fri, 07 Oct 2022 19:00:50 +0000 https://www.investmentexecutive.com/?p=453308 Use these tips to start the conversation

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]]> Saving for a home using the FHSA https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/saving-for-a-home-using-the-fhsa/ Mon, 19 Sep 2022 19:00:20 +0000 https://www.investmentexecutive.com/?p=451659 Proactively share these details with clients

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]]> Tax debts and the prescribed rate https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/tax-debts-and-the-prescribed-rate/ Wed, 10 Aug 2022 20:17:55 +0000 https://www.investmentexecutive.com/?p=449471 Owing CRA money will soon be more expensive

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]]> Claiming a foreign tax credit isn’t always guaranteed https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/claiming-a-foreign-tax-credit-isnt-always-guaranteed/ Tue, 19 Jul 2022 19:00:50 +0000 https://www.investmentexecutive.com/?p=448182 Help your client avoid double taxation

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]]> Determining if a trip is a taxable benefit https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/determining-if-a-trip-is-a-taxable-benefit/ Wed, 15 Jun 2022 19:00:58 +0000 https://www.investmentexecutive.com/?p=446503 The answer depends on your role

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]]> Help your client split income with a prescribed rate loan https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/help-your-client-split-income-with-a-prescribed-rate-loan/ Wed, 18 May 2022 19:00:59 +0000 https://www.investmentexecutive.com/?p=444707 Consider the strategy now before the rate rises on July 1

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]]> CRA urges potential property flippers to amend tax returns https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/cra-urges-potential-property-flippers-to-amend-tax-returns/ Wed, 20 Apr 2022 19:00:03 +0000 https://www.investmentexecutive.com/?p=443018 Campaign targets PRE abuse ahead of anti-flipping tax proposal

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]]> Help clients prep for tax filing https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/help-clients-prep-for-tax-filing/ Wed, 23 Mar 2022 19:45:18 +0000 https://www.investmentexecutive.com/?p=441511 Keep these 5 items in mind this season

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]]> Help your client avoid RRSP overcontributions https://uat-phoenix.investmentexecutive.com/inside-track_/jamie-golombek/help-your-client-avoid-rrsp-overcontributions/ Wed, 23 Feb 2022 20:00:11 +0000 https://www.investmentexecutive.com/?p=439866 Penalties can result when “earned income” is misunderstood

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