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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.

November 19, 2017

Help for aging property owners

Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts

  • November 19, 2017 February 13, 2019
  • 12:00

Retirement income planning for longevity risk

Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk

  • November 12, 2017 February 13, 2019
  • 18:30

Life insurance tax changes: Winners, losers and what advisors need to know

Kevin Wark outlines the impact of recent tax changes to life insurance

  • November 6, 2017 February 13, 2019
  • 06:00

Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • October 29, 2017 February 13, 2019
  • 13:00

Navigating changes to testamentary trusts

Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts

  • October 20, 2017 February 13, 2019
  • 12:35

Changes coming to passive investment rules?

Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work

  • October 13, 2017 February 13, 2019
  • 13:55

Breaking down Ottawa’s proposed tax changes

Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains

  • October 9, 2017 February 13, 2019
  • 18:00