Tax Efficient Philanthropy with Mark Halpern

beyond MD with Dr. Yatin Chadha

In this interview I sit down with Mark Halpern, CFP, TEP, MFA-P.
Mark is CEO of Wealthinsurance.com & has been assisting professionals and many of Canada's most affluent families for decades with an expertise in insurance solutions and tax strategic philanthropy to enhance wealth and build generational legacies.
Discussion points:
- Mark's background (5:37)
- the reasons people pursue philanthropy (7:36)
- gifting of appreciated public securities (11:23)
- gifting through professional corporation/HoldCo has a triple benefit (15:13)
- who accepts appreciated securities? (17:12)
- gifting of appreciated private shares (18:31)
- RRSPs - tax implications, charitable strategies (21:02)
- CPP philanthropy (23:33)
- Additional insurance strategies (28:03)
- recognized for large gifts through life insurance (32:49)
- charitable receipts (37:19)
Resources/links from Mark:
website: https://wealthinsurance.com/
email: [e-mail]
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Samples from Mark's Monthly Tax Letter:
https://wealthinsurance.com/webdoc/TaxLetter-Seven-Defensive-Strategies.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Preserve-Your-Wealth.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Accidental-Philanthropy.pdf
List of all Tax Letter Publications:
https://docs.google.com/document/d/1hNhZ7CSeOr2NBNdwZXCs6nL5gsRZb1Eisht_D5JxfeY/edit
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