Helping Clients Maximize Giving And Minimize Tax.
Financial professionals are often the gatekeepers of client wealth. In the realm of philanthropy, they hold a unique obligation and opportunity to assist clients in supporting the charitable causes they care about. Mark will explain how he helps clients convert tax dollars into generous charitable gifts and share strategies to eliminate or mitigate tax liabilities while enhancing final estate values.
He will describe several philanthropic strategies that utilize Life Insurance to create transformational charitable gifts, including:
AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.
Mark Halpern, Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Master Financial Advisor - Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for 30 years. As CEO of WEALTHinsurance.com®, Mark and his team provide tax-advantaged insurance solutions to protect families and their businesses, working closely with accountants, lawyers, bankers, and other financial professionals to provide comprehensive estate planning solutions for their clients. Widely known for his philanthropic activities, Mark is a Trustee and former Chair of the Professional Advisory Committee at the Jewish Foundation of Greater Toronto, a member of the Professional Advisors Council at SickKids Foundation, Promise Legacy Council at St. Joseph’s Hospital Foundation, Professional Advisor Task Force at St. Michael’s Hospital Foundation, Planned Giving Advisory Committee at TVOntario, Toronto Estate Planning Council, Society of Trust & Estate Practitioners (STEP), Canadian Association of Gift Planners (CAGP) and Conference for Advanced Life Underwriting (CALU). Mark’s corporate goal is the creation $100 Million of new philanthropy annually working with clients, non-profits, and foundations, and collaborating with allied professionals in law, tax, insurance, investment, and estate planning. He’s been married to Rhonda for 26 years and they are kept busy with their 5 children.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
