Converting a traditional IRA to a Roth IRA (part 1)

Collectibles and personal property often hold deep personal significance alongside financial and legacy value. In this webinar, experts from CIBC Private Wealth outline important wealth planning considerations for these assets, including preservation, valuation, transfer, gifting and sale, and approaches to help families navigate decisions with greater clarity and less conflict.

Family homes and vacation properties carry deep emotional significance and excitement. At the same time, transferring these cherished assets can sometimes lead to unexpected results and disputes among loved ones. Our expert panel addresses key considerations and strategies for managing and transferring real estate across generations.

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.