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Tax and estate planning for high-net-worth clients

Jamie Golombek, CA, CPA

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This session will cover the top strategies Golombek uses in every high net worth client family meeting, including specific examples of success stories in which clients proactively sought and took up the advice given. Topics covered include: how much is really enough, tax planning strategies (both Canadian and U.S.) available to high net worth families, strategic savings for post-secondary education, and permanent life insurance as an alternative to highly-taxed fixed income investments . Golombek will also discuss charitable giving with a focus on strategic philanthropy and tax-effective ways to give during lifetime and upon death.

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