You sold your business. Now what?
The TaxLetter •2019-01-01 •
You have gone through a major change—you’ve sold the business that took up a huge part of your life. Just as you made careful decisions while building, growing and then Read More
The TaxLetter •2019-01-01 •
You have gone through a major change—you’ve sold the business that took up a huge part of your life. Just as you made careful decisions while building, growing and then Read More
The TaxLetter •2018-11-11 •
You already know the importance of defence against too much taxation. But most people are heavily focused on offence while building their business, real estate and investment portfolios. Mark Halpern, Read More
The TaxLetter •2018-08-19 •
You have gone through a major change—you’ve sold the business that took up a huge part of your life. Just as you made careful decisions while building, growing and then Read More
Investor's Digest of Canada •2018-02-06 •
Columnist Mark Halpern shares his insight and analysis on using a Canadian insurance policy to protect your assets from the tax man. It’s a tax-smart investing strategy that honest, hard-working Read More
The TaxLetter •2017-05-14 •
“Freedom 55 now occurs when your youngest child turns 55.” Certified financial planner and trust and estate practitioner Mark Halpern recalls London Life’s aspirational slogan of the 1980s with a Read More
The TaxLetter •2016-03-15 •
Markham, Ont.-based Mark Halpern is a Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) with special expertise in tax planning for high net worth individuals and their families. Read More