To find stability amid volatility, columnist Mark Halpern details the oft-ignored (or simply unknown) advantages of taking out participating life insurance as an investment option. Participating insurance is a more   Read More

Developing an effective tax planning strategy for selling or transferring your business is not so simple. Potential successors or acquirers may be family members, non-family management or outside third party   Read More

Mark Halpern, a Markham, Ont.-based certified financial planner and trust and estate practitioner, is a regular contributor to The TaxLetter. He says investment and tax planning strategies like the immediate   Read More