Transcribed

How to Maximize Legacy and Minimize Taxes: Key Strategies... Mark Halpern

Dec 8, 2024 · 30m 4s
How to Maximize Legacy and Minimize Taxes: Key Strategies... Mark Halpern
Description

In this episode, we explore key strategies that will help you maximize your charitable giving while minimizing your tax burden. Mark Halpern, financial planning expert and founder of Wealth Insurance,...

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In this episode, we explore key strategies that will help you maximize your charitable giving while minimizing your tax burden. Mark Halpern, financial planning expert and founder of Wealth Insurance, shares his top insights on how to turn taxes into charitable contributions through strategic philanthropy. Learn how to structure your estate to create a lasting legacy while significantly reducing your tax liabilities.

Don't miss this valuable information that could transform your financial approach! Topics include: - How to optimize your donations to lower taxes. - Strategic philanthropy to build a family legacy. - Practical tips for saving on taxes and increasing your charitable impact.

Perfect for: Business owners, high-net-worth individuals, and anyone interested in philanthropy and advanced financial planning in Canada.
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Author Rohini Kapoor
Organization Rohini Kapoor
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