Kenneth Doll Financial Planner

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This is a no brainer. Save tax.

Would you rather sell an $18M business and give $4.5M of tax to Ottawa, OR, keep the full $18M for family, and turn the $4.5M of tax into a $9M charitable gift? The choice is yours. Most people… | Mark Halpern CFP, TEP, MFA-P | 12 comments Would you rather sell an $18M business and give $4.5M of tax to Ottawa, OR, keep the full $18M for family, and turn the $4.5M of tax into a $9M charitable gift? The choice is yours. Most people selling a business assume the tax bill is just part of the deal. It doesn't have to be. $18M sale. $4.5M t...

Life insurance, disability insurance and critical illness insurance are the foundation of your financial plan because they protect your income. Without your income, nothing else is possible.

Most people choose their family and the government for their two choices; however, you do have the choice to exchange a charity for the government.

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