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 unique insurance products designed to protect assets and the ability to earn income.
This article describes the financial challenges confronting former business owners and explains several available strategies for wealth preservation.
This article explains why business owners buy corporate-owned life insurance, and how they use leverage arrangements to acquire it, allowing them to keep their own money working in their business or investment portfolio.
This article explains several tax-effective strategies to grow and preserve retirement savings.
This article explains why business owners who are selling their business need help from specialists to achieve the most favourable results.
This article explains how to ensure your name will live on for generations, while preserving your money - that would have otherwise gone to the government - for your family and favourite causes instead.
This article describes ten key requirements for proper financial planning, tax planning and estate planning.
This article explains how actuaries improve the estate planning process for clients and welcomes Catherine MacRae to our professional team.
This article describes key estate planning considerations and explains why taxpayers need a defensive strategy to preserve their hard-earned money.
This article describes several ways to use government supplied funds to make large charitable gifts, eliminate taxes and leave more for your family.
This article discusses impending tax law changes and describes wealth preservation strategies made possible by the unique treatment of life insurance under Canada's Income Tax Act.
This article explains the often-overlooked tax liability attached to a family cottage, and describes seven strategies to deal with the problem.
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.