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 unique financial challenges of a family business and suggests several strategies to reduce taxes and enhance family harmony.
This article explains how income taxes impair investment portfolios, and how those taxes often leave investors with less money than they started with. It describes how taxpayers pay the equivalent of insurance premiums in income taxes while obtaining no benefit for their family or estates, and suggests a strategy for individuals and corporations to achieve much higher, guaranteed returns using tax-exempt permanent life insurance.
This article explains why offshore life insurance should be approached with caution and describes legal and overlooked strategies available in Canada for taxpayers to use life insurance in unexpected ways.
This article explains why Canadians will pay higher taxes following the recent Federal Budget and describes defensive strategies available to minimize the effects of taxation.
This article describes how to use Immediate Financing Arrangements (IFAs) to acquire life insurance at a fraction of the true premium cost without reducing cash available for business use or investment.
This article describes better alternatives to RRSPs that improve outcomes to minimize taxes, maximize retirement income and allow wealth transfer tax-free.
This article explains how business owners can minimize the impact of tax rule changes on corporate investment income, and how to take advantage of the tax deferral opportunity available from the cash value growth inside an exempt permanent life insurance policy.
This article describes strategies for high net worth taxpayers to minimize or eliminate taxes on their registered assets (RRIFs and RRSPs) and non-registered assets and explains how to stream wealth tax-free to children, grandchildren and favourite charities.
This article explains the coming tax hikes and outlines defensive steps available now through the use of insured annuities and tax-exempt life insurance.
This article explains the important financial and tax considerations around divorce.
This article explains the importance of Property & Casualty insurance and why it deserves professional attention.
This article describes the unique benefits of a U.S. ‘nexus’ and explains why to consider offshore life insurance products for higher limits and competitive pricing.
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