Jooish

Did you sell a business in 2026? Did you sell some investment real estate in 2026? Did you sell an appreciated securities portfolio 2026? Congratulations! You had a big pay day. But it was also the year of a big tax bill. The GREAT news is that it's also the year you can make your biggest charitable donations to mitigate the taxes and get the donation back to your family! So don't send the tax bill to Ottawa. Let us show you how other families have turned the entire tax bill into a charitable legacy, and found a way to replace the donation back their family, using tax-exempt life insurance for pennies on the dollar or using a cash-flow neutral financing strategy. But this has to be done before Dec 31, 2026 so the runway is short. And consider this now if next year you might have a big exit or liquidity event. Reach out and let us share what other families are doing to preserve family money, or to turn taxes into charity. There is never a meter running or obligation to have a chat. Less Tax. More Legacy. 📞 Mark Halpern, CFP, TEP, MFA-P 416-871-4357 | [email protected] 📞 Reuben Menzelefsky, CFP 647-740-3898 | [email protected]