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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.
Featured advice
2024 federal budget
Learn how this year’s federal budget could affect you.
Enhanced trust reporting rules
This report will review the previous T3 Income Tax Return reporting rules and the changes to these rules.
Enhanced trust reporting rules (PDF, 145 KB) Opens in a new window.
Home-office expenses: Post-COVID rules
This report reviews the tax deductibility of home-office expenses for employees for the 2023 tax year.
Home-office expenses: Post-COVID rules (PDF, 145 KB) Opens in a new window.
2024 Tax toolkit
Discover Jamie’s top tax tips for investors, plus 2024 tax tables, rates and much more in the CIBC Tax Toolkit.
Retirement planning
It’s time for retirement planning to evolve into life planning. Explore the 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.