WEALTHinsurance
@MarkHalpernCFP
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https://t.co/UTkNQUS7mA is an independent HNW advisory firm specializing in Estate Planning, Life Insurance & Philanthropy.
Markham, Ontario
Joined June 2012
Check out my latest article: The New Normal? This Too Shall Pass https://t.co/nzscFfllJX via @LinkedIn
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Mark Halpern, CFP, TEP, MFA-P It’s unnatural for us, as human beings, to “socially distance” ourselves from family and friends. It’s also unprecedented for the entire world to be going through these...
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Check out my latest article: Could Ontario Be Next? Life Insurance For Charities Banned in B.C. https://t.co/b8zzdQqhNm via @LinkedIn
linkedin.com
B.C.
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Today it was my turn at center stage delivering my own "Ted Talk" following a warm intro from my client Moses. My presentation "The New Philanthropy" explained how ordinary people can use tax dollars for charity to create lasting legacies and inspire future generations .
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I am writing from @ideacity , enjoying the 2nd day of Moses Znaimer's amazing 3 day conference at Koerner Hall in Toronto, now celebrating its 20th anniversary. In previous years my role was limited to attending as a wide-eyed spectator, but this year was very different...more.
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The Tax Grind impairs investment portfolios leaving investors with LESS than they started with.
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Cdn. business owners can reduce the impact of #tax rule changes on corp. #investment income: https://t.co/Q66IsMvCKG
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Alternatives to RRSPs that will minimize taxes, maximize income & allow tax free transfer. https://t.co/k7FQmiwqdY
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A 55 year old RE developer worth $50M hate life insurance. He used WEALTHinsurance®& saved $15 million. Details:
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Does stock-option taxation need a rethink? Read what Canadian entrepreneurs think:
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A 70 year old couple wanted to leave their estate, including $3M to their childrem. Success! https://t.co/UAVqcbdzgD
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Options are available to mitigate upcoming tax changes! Mark explains in The Bottom Line: https://t.co/y7XQt5jQYe
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Use (IFAs) to acquire life insurance at a fraction of the true premium cost: https://t.co/HAIAKWQZCQ
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FORUM magazine interview: the importance of disability planning, including children/ parents with special needs.
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Mrs. B, a 70 yr old widow with a $20M estate wants to eliminate estate taxes & leave a charitable legacy. Outcome:
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