Tax strategies to help you achieve your goals

Tax planning can be an important strategy to help you achieve your financial goals. Here are some featured tax articles that can make tax planning easy to understand, relevant and actionable.

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A COVID tax season — Are you ready?

Gain insight from tax experts Jamie Golombek and Debbie Pearl-Weinberg.

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Featured advice

U.S. estate tax planning for Canadians (PDF, 355 KB) Opens in a new window.

U.S. transfer taxes may arise when assets are transferred to others during lifetime or upon death.

Tax filing in the age of COVID (PDF, 215 KB)  Opens in a new window.

The T1 Personal Income Tax Return has been redesigned, so you’ll need to know where to look within the new form to claim valuable tax deductions and credits. 

Personal tax measures: Canada’s COVID-19 response plan (PDF, 195 KB)  Opens in a new window.

The Government of Canada announced a variety of tax measures to help Canadians facing hardship as a result of the COVID-19 outbreak. This is a quick summary of the major tax changes affecting individuals.

Advanced Planning with RDSPs (PDF, 225 KB) Opens in a new window.

A Registered Disability Savings Plan (RDSP) is an effective long-term savings vehicle that can help provide for the financial security of eligible persons with disabilities.

It's 2021: Do you know what your tax rate is? (PDF, 220 KB) Opens in a new window.

This report will help you to understand how your income is taxed and why the “advertised” tax rate isn’t always what you end up paying.

Doing it right the first time! Avoiding the most common tax return errors (PDF, 200 KB) Opens in a new window.

Timely tax return advice to help you avoid common, potentially costly errors when preparing your tax return.

Understanding endowments: The gift that keeps on giving (PDF, 245 KB) Opens in a new window.

This article provides an overview of some options regarding endowments to help you fulfill your charitable goals.

In good company: Earning investment income in your corporation (PDF, 285 KB) Opens in a new window.

Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC Wealth Strategies Group, examines how investment income earned in a private Canadian corporation is taxed.

Retirement planning

It’s time for retirement planning to evolve into life planning. Explore the stages of life and retirement planning

Learn moreabout stages of life and retirement planning

Registered Education Savings Plan (RESP)

It’s never too early to begin investing in your child's post-secondary education.

Learn moreabout RESPs