Wealth Planning Illuminated

CIBC Private Wealth US
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Join the wealth strategists of CIBC Private Wealth as they shine light on the topic of wealth planning by sharing their insights and ideas on how to use wealth in ways that are important to you—whether for your own needs, the people you hold dear or the causes that you care about.

  1. JUL 24

    The OBBBA and you

    In this special edition of Wealth Planning Illuminated, Senior Wealth Strategists discuss the recently enacted legislation commonly referred to as the One Big Beautiful Bill Act, or OBBBA. While this legislation covers a lot of different areas, this discussion focuses on some of the individual income tax provisions that may impact you and your families.

    21 min

  2. 06/06/2024

    Demystifying new job paperwork

    Starting a new job at any age or stage may leave you feeling overwhelmed by the new-hire paperwork and benefit selections offered by your employer. Understanding and properly completing employment-related tax and benefit elections can be a key factor to success on your financial journey.

    22 min

  3. 05/02/2024

    Private foundations v. donor-advised funds

    Both private foundations and donor-advised funds can be effective personal charitable vehicles. While they both allow for strategic giving and an opportunity to create a charitable legacy, they have important differences to consider when deciding which type of charitable vehicle may be right for you and your family.

    19 min

  4. 04/04/2024

    Income taxation of trusts

    A common question for a grantor or a beneficiary of a trust is: “How will income in my trust be taxed?” The answer to that question can be complex and dependent on many factors, but there are some general rules for the federal income taxation of trusts that may help answer this important question.

    14 min

  5. 03/07/2024

    Inherited IRAs after SECURE

    The SECURE Act and subsequent guidance from the IRS significantly changed how inherited individual retirement accounts (IRAs) must be withdrawn after the owner’s death. Understanding the key rules associated with inherited IRAs is important to anyone who is a beneficiary – or may become a beneficiary – of an inherited IRA.

    23 min

  6. 02/01/2024

    Tangible personal property

    Items of tangible personal property – jewelry, artwork, household furniture and the like – are often collected over a lifetime. Because of the sentiment these items might represent and the inability to easily divide certain pieces, personal items in an estate can often create the greatest source of conflict among beneficiaries. Fortunately, there are several actions you can take today to help avoid – or at least minimize – conflict later.

    16 min

  7. 01/05/2024

    Budgeting 101

    Budgeting means creating a unique plan for spending and saving your money: it involves analyzing your income, expenses and financial goals to ensure that your spending aligns with your priorities. There are several steps you can take to create a custom budget for yourself.

    21 min

  8. 12/07/2023

    The Corporate Transparency Act

    The Corporate Transparency Act is a law that goes into effect on January 1, 2024, and will impact many limited liability companies, limited partnerships and corporations. If you own or control an entity — whether for estate planning purposes or as an active business — it is important to know how this new law impacts you and how you can comply.

    36 min
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Join the wealth strategists of CIBC Private Wealth as they shine light on the topic of wealth planning by sharing their insights and ideas on how to use wealth in ways that are important to you—whether for your own needs, the people you hold dear or the causes that you care about.

Information

  • Creator
    CIBC Private Wealth US
  • Years Active
    2022 - 2025
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © 2025 CIBC Private Wealth US

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