Mark Duffey

Decorative pattern

Living Benefits

Adapt benefit plans to demographics

End-of-life planning can set your business-owner clients apart

By Mark Duffey |October 16, 2013

3 min read

More Columnists

Mark Soth

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Benjamin Felix

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Coreen Sol

Strategy for consistent performance is often most difficult one to adopt

May 7, 2024|4 min read

Finding your volatility sweet spot

March 7, 2024|4 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read