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 discusses the tax liabilities associated with ownership of vacation properties and describes strategies to deal with the problem.
This article explains how affluent families use tax-exempt permanent Life Insurance to achieve their long term estate, tax and philanthropic goals.
This article explains blended charitable gifts, how they maximize giving impact, and why charitable organizations should encourage donors to use them.
This article explains the use of Charitable Gift Annuities, a unique strategy that allows generous people to enjoy guaranteed income for life and leave a meaningful legacy gift.
This article explains how proper planning preserves wealth and assures a smooth transfer of wealth to the future generations.
This article describes 5 different types of givers and contains a 10-step roadmap for business owners, entrepreneurs, and professionals to obtain maximum benefits from strategic philanthropy in their business.
This article describes recent cases where clients acquired permanent cash-value Life Insurance - without tying up their money paying premiums – to create new charitable gifts and enjoy tax savings worth millions of dollars.
This article describes strategies to mitigate taxes on RRIFs, RRSPs and non-registered assets and explains how to stream wealth tax-free to family and favourite charities.
This article explains the importance of a ‘big picture’ approach and why asking the right questions is the key to proper planning.
This article explains the importance of having an up-to-date will and describes some wealth preservation strategies that convert taxes to charity
This article describes recent cases where people became philanthropists when given the opportunity to leave money to charity and family instead of the tax department.
This article explains the importance of Life Insurance as a foundation of proper planning, both personal and corporate, in a new age of uncertainty.
CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
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