Mark writes frequent articles for TheTaxLetter®
Established in 1941, TheTaxLetter®, is an independent publication sent to paid subscribers across Canada to inform and educate readers about preserving wealth and reducing or eliminating taxes using insurance products and other estate planning strategies.
This article describes the recent case of a family with a big estate tax liability and the psychological “baggage” that many UHNW clients carry around about Life Insurance.
This article explains the negative implications of the proposed new AMT rules, and why the new rules are bad news for HNW donors and charities.
This article examines 3 client cases and the positive impact arising from our 30,000-foot perspective and focus on comprehensive planning.
This article describes Canada Life’s new My Par Gift™ product, the first charitable insurance policy ever in Canada with ONLY One Premium Payment required.
This article describes five client situations where specialized expertise had a big impact.
This article explains a unique philanthropic strategy that provides a guaranteed lifetime pension to the donor.
This article explains how Life Insurance can be leveraged by high-net-worth individuals to pay less tax and leave a bigger legacy.
This article describes 10 practical resolutions that preserve wealth, reduce taxes, and grow charitable legacies.
This article describes a dozen ways to use Life Insurance to mitigate taxes, preserve wealth, and create enduring legacies.
This article describes several strategies to be generous in a tax efficient manner, often by converting taxes payable to charitable gifts.
This article describes seven wealth preservation strategies to adopt now in order to minimize taxes and maximize estate values.
This article explains 5 top strategies for employers to obtain maximum benefit from employee benefit plans.
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