Session 4 - Tax Minimization Through Strategic Philanthropy

Mark will explain little-known strategies for generous donors to maximize giving and minimize taxes – often by converting taxes to charity.

Mark Halpern, CFP, TEP, MFA-P, is widely recognized as one of Canada's top life insurance advisors. Mark and his team work closely with lawyers, accountants, bankers and financial advisors to provide their clients with unique insurance products and comprehensive estate planning solutions. Mark is on a mission to create $100 Million of new philanthropy annually working with clients, non-profits, and foundations, and collaborating with allied professionals in law, tax, insurance, investment, and estate planning.

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