News and resources for Canada's top financial advisors
Est. 1998
Insurance
Kevin Wark , LLB, CLU, TEP, is managing partner, Integrated Estate Solutions, and tax consultant, Conference for Advanced Life Underwriting. He’s also the author of The Essential Canadian Guide to Estate Planning.
Life
Understand the alternative minimum tax’s impact
By Kevin Wark |October 18, 2023
1 min read
Avoid bloopers when designating a charity as policy beneficiary
By Kevin Wark |June 2, 2023
Advisors in breach of provincial regulations could face sanctions
By Kevin Wark |June 26, 2020
Advisor's Edge
If your business-owner client uses these trusts, special planning is required
By Kevin Wark |October 25, 2019
Watch out for these issues
By Kevin Wark |September 12, 2018
Estate Planning
A recent Tax Court case debunked a common misconception
By Kevin Wark |June 28, 2018
Tax consequences associated with policy loan transactions
By Kevin Wark |May 11, 2018
An expert offers the details, including tax consequences
By Kevin Wark |March 19, 2018
Part five of a series on tax and insurance
By Kevin Wark |January 24, 2018
Adjusted cost base, collateral insurance deduction affected
By Kevin Wark |December 20, 2017
Several transactions either increase or decrease adjusted cost basis
By Kevin Wark |November 15, 2017
Tax reporting requirements for various dispositions
By Kevin Wark |October 13, 2017
Get primed on how insurance can add value to your clients' estates
By Kevin Wark |September 21, 2017
Three scenarios that show how insurance can meet the goals of HNW individuals
By Kevin Wark |September 15, 2009
The Canada Revenue Agency (CRA) announced last year that it would be reviewing leveraged insurance arrangements, commonly referred to as “10/8 programs.” This review is supposed to be part of a broader audit project relating to insurance company policyholder tax compliance. Insurance leverage programs typically comprise the following characteristics: 1. An individual or corporation acquires […]
By Kevin Wark |April 29, 2009
Much has been written about the Canada Revenue Agency’s plans to review leveraged insurance arrangements, also known as 10/8 programs. These programs typically have the following characteristics: Why would a policyholder enter into this type of loan arrangement? The answer lies in the fact that if the money is borrowed to earn business or investment […]
By Kevin Wark |February 23, 2009
September 12, 2017|2 min read
June 30, 2017|4 min read
November 15, 2016|6 min read
October 14, 2016|6 min read
November 23, 2015|4 min read
November 16, 2015|4 min read
Planning and Advice
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
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