Tax Strategies

Three strategies for year-end tax planning 

Overlooked ways to save your clients money, this year and beyond

By Wilmot George |December 3, 2024

4 min read

Golombek’s year-end tax tips

Proposed capital gains changes put the spotlight on tax-gain selling

By Maddie Johnson |November 20, 2024

4 min read

Help clients apply for the disability tax credit

Preparing applicants to speak to their doctors can make the process easier

By Jonathan Got |August 29, 2024

3 min read

Challenges planning for revised AMT given proposed CGIR increase

Clients with significant capital gains in 2024 face uncertain tax exposure

By Rudy Mezzetta |July 30, 2024

4 min read