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WEALTHinsurance

@MarkHalpernCFP

https://teapaw.org/t.co/UTkNQUS7mA is an independent HNW advisory firm specializing in Estate Planning, Life Insurance & Philanthropy.

 Markham, Ontario
WEALTHinsurance.com
Joined June 2012
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Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)Photo by WEALTHinsurance (@MarkHalpernCFP)
Check out my latest article: The New Normal? This Too Shall Pass linkedin.com/pulse/new-norma… via @LinkedIn
The New Normal? This Too Shall Pass

The New Normal? This Too Shall Pass

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...

linkedin.com
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Check out my latest article: Could Ontario Be Next? Life Insurance For Charities Banned in B.C. linkedin.com/pulse/could-ont… via @LinkedIn
Could Ontario Be Next? Life Insurance For Charities Banned in B.C.

Could Ontario Be Next? Life Insurance For Charities Banned in B.C.

B.C.

linkedin.com
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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Premiums jump in 3 weeks - mailchi.mp/illnessprotection…
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The Tax Grind - wealthinsurance.com/markhalp…
The Tax Grind impairs investment portfolios leaving investors with LESS than they started with. wealthinsurance.com/docs/Tax…
Cdn. business owners can reduce the impact of #tax rule changes on corp. #investment income: buff.ly/28XOqRH
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Alternatives to RRSPs that will minimize taxes, maximize income & allow tax free transfer. buff.ly/28WS90x
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You'll be shocked at the financial fallout of divorce. Learn more: buff.ly/297Jyt7
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A 55 year old RE developer worth $50M hate life insurance. He used WEALTHinsurance®& saved $15 million. Details: buff.ly/28XHst6
Does stock-option taxation need a rethink? Read what Canadian entrepreneurs think: buff.ly/28XHvFq
Tax time, 2016: A look at seven changes this year. buff.ly/29f0Lzq
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A 70 year old couple wanted to leave their estate, including $3M to their childrem. Success! buff.ly/291i0Go
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Options are available to mitigate upcoming tax changes! Mark explains in The Bottom Line: buff.ly/28WR6Ot
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Use (IFAs) to acquire life insurance at a fraction of the true premium cost: buff.ly/28St8W9
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FORUM magazine interview: the importance of disability planning, including children/ parents with special needs. buff.ly/28OxrOR
Mrs. B, a 70 yr old widow with a $20M estate wants to eliminate estate taxes & leave a charitable legacy. Outcome: buff.ly/28Oxg5Z
How Canadians with U.S. assets can reduce stateside taxes: buff.ly/28OBeuY
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Four ways CEOs can win back the public’s trust. There’s still hope: buff.ly/28PH69N
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