Kevin Wark

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

Income splitting revisited

Options to address attribution rules include planning with life insurance

By Kevin Wark |April 15, 2024

4 min read

Life

AMT and life insurance planning

Understand the alternative minimum tax’s impact

By Kevin Wark |October 18, 2023

4 min read

Life

Corporate-owned life insurance as a charitable gift

Avoid bloopers when designating a charity as policy beneficiary

By Kevin Wark |June 2, 2023

5 min read

Life

Understanding rebating rules for insurance

Advisors in breach of provincial regulations could face sanctions

By Kevin Wark |June 26, 2020

4 min read

Advisor's Edge

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

By Kevin Wark |October 25, 2019

4 min read

Life

Immediate leveraged insurance: Tips and traps

Watch out for these issues

By Kevin Wark |September 12, 2018

4 min read

Estate Planning

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

By Kevin Wark |June 28, 2018

4 min read

Life

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

By Kevin Wark |May 11, 2018

4 min read

Life

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

By Kevin Wark |March 19, 2018

4 min read

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