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

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How to Maximize Legacy and Minimize Taxes: Key Strategies... Mark Halpern
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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,...
show moreDon'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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Organization | Rohini Kapoor |
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