24EDGE-11V: Tax Planning for HNW Clients

How can you minimize taxes for high-net-worth clients as the looming sunset of the Tax Cuts and Jobs Act (TCJA) approaches at the end of 2025? Golombek addresses topics such as strategies for income taxes, how to deal with tax-deferred savings plans, capital gains tax planning, tax residency planning and planning surrounding the U.S. estate tax. He also covers recent Canadian tax developments and equivalent strategies for high-net-worth Canadian clients.

Workshop Session | Speaker: Jamie Golombek