News and resources for Canada's top financial advisors
Insurance
Kevin Wark , LLB, CLU, TEP, is managing partner, Integrated Estate Solutions, and tax consultant, Conference for Advanced Life Underwriting. He’s also the author of The Essential Canadian Guide to Income Splitting.
Tax & Estate
Options to address attribution rules include planning with life insurance
By Kevin Wark |April 15, 2024
4 min read
Life
Understand the alternative minimum tax’s impact
By Kevin Wark |October 18, 2023
Avoid bloopers when designating a charity as policy beneficiary
By Kevin Wark |June 2, 2023
5 min read
Advisors in breach of provincial regulations could face sanctions
By Kevin Wark |June 26, 2020
Advisor's Edge
If your business-owner client uses these trusts, special planning is required
By Kevin Wark |October 25, 2019
Watch out for these issues
By Kevin Wark |September 12, 2018
Estate Planning
A recent Tax Court case debunked a common misconception
By Kevin Wark |June 28, 2018
Tax consequences associated with policy loan transactions
By Kevin Wark |May 11, 2018
An expert offers the details, including tax consequences
By Kevin Wark |March 19, 2018
September 12, 2017|2 min read
June 30, 2017|4 min read
November 15, 2016|6 min read
October 14, 2016|6 min read
November 23, 2015|4 min read
November 16, 2015|4 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
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