To avoid anger, bickering and distrust during transition of a family business, WEALTHinsurance.com’s Mark Halpern advises a documented succession plan.
Planning for high-net worth family businesses is so important. If only   Read More

Financial planner Mark Halpern says now is the time to prepare for the tax increases that will help Ottawa pay for all its COVID relief efforts.

If only we could see   Read More

Columnist Mark Halpern recently gave readers of The TaxLetter seven defensive strategies to consider in the ongoing process of estate planning. But he also urged readers whose wills and estate   Read More

Those of you who happen to own shares in a private corporation, especially a family owned business, should be aware of some tax traps to avoid. Samantha Prasad, a tax   Read More