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 presents strategies to reduce taxes payable while helping family members and favourite charities.
This article explains the importance of financial literacy and why parents have a duty to teach their children starting from a young age.
This article explains the importance of developing a plan for business owners to protect assets and reduce tax liabilities while healthy and when options are available.
This article describes tax liabilities and other threats to retirement savings and explains defensive strategies available now to eliminate taxes and preserve estate value.
This article explains the importance of working with an experienced advisor when buying insurance products and the pitfalls of doing it on your own.
This article explains the important planning people should be doing and why professional life insurance advisors must ask disturbing questions to get the right planning into place for them.
This article explains why life insurance is the most efficient and least costly way to provide funding for Buy/Sell agreements
This article describes double taxation or possible triple taxation for business owners and how to avoid it.
This article explains charitable planned giving strategies with the added advantage of reducing taxes payable.
This article explains why life insurance is a unique financial instrument, and how it should be used as an integral component of an investment portfolio
This article explains how to turn medical and related costs into tax-deductible expenses with a Personal Health Spending Account (PHSP)
CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
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Estate Directory
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Estate Planning Checklist
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Executor Duties Checklist
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