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 explains the unique tax benefits of Participating Life Insurance policies, how wealthy people use them as an investment and why to consider them before tax rules change in 2017.
This article explains how companies can improve the value of benefits while reducing the costs.
This article explains a time-tested strategy left untouched by the new Federal Budget with the potential to save significant tax dollars.
This article explains the unique advantages of Insured Annuities and how these guaranteed financial instruments enjoy above-market returns in a low interest rate environment.
This article describes the challenges to family dynamics and the importance of preserving wealth through proper planning while the founder is still around.
This article explains how to ask clients the right questions and the need to refer them to appropriate and knowledgeable professionals.
This article explains why to use an IPP instead of a traditional RRSP to enjoy higher contribution limits, better returns, and wealth transfer to family members on a tax-free basis.
This article describes simple and overlooked strategies to grow income, enhance estate values and reduce taxes payable.
This article describes responsibilities and planning considerations for parents and grandparents when a new baby comes along.
This article describes insurance alternatives available to 'uninsurable' people who don't qualify for standard coverage or require coverage amounts in excess of standard policy limits.
This article describes planning issues when a child or family member has special needs.
This article explains the importance of professional help to achieve financial goals and presents winning strategies to protect savings and grow estate values.
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Estate Directory
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Estate Planning Checklist
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Executor Duties Checklist
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Business Owners Planning Guide
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