Financial Planning

Estate planning in a shifting landscape

Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, explains important estate planning changes impacting trusts, longevity planning and tax structures. Photo copyright: sarosa/123RF.

In this Special Feature

  • Changes coming to passive investment rules?

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting, and managing partner, Integrated Estate Solutions, outlines how proposed federal tax changes to passive investments in private corporations would work. Part two of a seven-part series, “Estate planning in a shifting landscape.”

  • Breaking down Ottawa’s proposed tax changes

    Kevin Wark, tax consultant, Conference for Advanced Life Underwriting and managing partner, Integrated Estate Solutions, discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains. Part one of a seven-part series, “Estate planning in a shifting landscape.”