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 planning issues that require attention now as economies slowly re-open in the COVID-19 era.
This article explains why governments will increase taxes and describes planning strategies to preserve wealth and minimize taxes.
The current pandemic requires a fresh look at estate planning. This article explains 6 strategies to consider now.
This article contains several important estate planning recommendations to implement right now.
This article explains 3 tax friendly philanthropic strategies - GiftMAXIMIZER™, PolicyPRESERVER™ and CPP Philanthropy™ - for generous donors to make transformational gifts to their favourite causes.
This article explains how business owners and individuals can use Permanent Cash Value Life Insurance as a No Limit TFSA to grow money tax-exempt, access it tax-free during their lifetimes and pass it along to family virtually tax-free.
This article explains the importance of "thinking forward" when making financial decisions and examines 3 recent cases with successful outcomes.
This article identifies the life events and changes in circumstance that trigger the need to review wills, powers of attorney and estate plans.
This article explains the difference between investing and planning and describes strategies to preserve wealth while minimizing taxes.
This article explains how to use tax-friendly Life Insurance to accumulate wealth, enjoy access to it, and transfer it tax-effectively to surviving beneficiaries.
This article describes Registered Education Savings Plans (RESPs) and explains why they are ideal investment vehicles to finance post-secondary education.
This article explains the use of Charitable Gift Annuities and other tax-advantaged strategies to facilitate philanthropy.
CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
Subscribe now to receive future issues directly in your inbox.
Simply enter your email address in the adjacent box.
Enter your email address to access the Estate Planning Toolkit
Everything you need to keep your estate information up to date including:
Estate Directory
What if something happens to you? Will your spouse and children find every important document easily? Examples: wills, powers of attorney, bank accounts, life insurance, etc.
Estate Planning Checklist
Organize your estate efficiently and eliminate taxes with this valuable checklist.
Executor Duties Checklist
Does your executor know what do? Keep this document with your wills.
Business Owners Planning Guide
This important document will help you develop a contingency plan to ensure continuity (and value) in your business.