Financial professionals are often the gatekeepers of client wealth.
When it comes to philanthropy, we share a unique obligation and opportunity to help clients and the charitable causes they care about.
Mark will explain how he helps clients convert tax dollars to generous charitable gifts, and share strategies that eliminate or mitigate tax liabilities and enhance final estate values.
He will describe several philanthropic strategies that include the use of Life Insurance to create transformational charitable gifts, including CPP Philanthropy™, RRSP/RRIF Tax Converter, Private Company Share Donation Strategy, Leveraged Philanthropy and GiftMAXIMIZER™.
Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor - Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for 30 years. As CEO of WEALTHinsurance.com®, Mark and his team provide tax-advantaged insurance solutions to protect families and their businesses, working closely with accountants, lawyers, bankers, and other financial professionals to provide comprehensive estate planning solutions for their clients