Tax Efficient Philanthropy with Mark Halpern

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: [email protected]: https://www.linkedin.com/in/markhalperncfptepmfap/Samples from Mark's Monthly Tax Letter:https://wealthinsurance.com/webdoc/TaxLetter-Seven-Defensive-Strategies.pdfhttps://wealthinsurance.com/webdoc/TaxLetter-Preserve-Your-Wealth.pdfhttps://wealthinsurance.com/webdoc/TaxLetter-Accidental-Philanthropy.pdfList of all Tax Letter Publications:https://docs.google.com/document/d/1hNhZ7CSeOr2NBNdwZXCs6nL5gsRZb1Eisht_D5JxfeY/editThis episode is brought to your by taxpay.ca. Taxpay is a safe & user friendly online platform facilitating all of your tax payments (organized by yourself or your accountant).  You can sign up for taxpay.ca today using the discount code "beyondmd" on the pricing page to get 6 month of free access.Taxpay.ca website: https://taxpay.ca/user/accountantScreenshots guiding set up: https://taxpayca.zendesk.com/hc/en-us/articles/9043147171860

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