Kevin Wark


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.

AMT and life insurance planning

Understand the alternative minimum tax’s impact

By Kevin Wark | October 18, 2023

4 min read

Corporate-owned life insurance as a charitable gift

Avoid bloopers when designating a charity as policy beneficiary

By Kevin Wark | June 2, 2023

5 min read

Understanding rebating rules for insurance

Advisors in breach of provincial regulations could face sanctions

By Kevin Wark | June 26, 2020

4 min read

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

By Kevin Wark | October 25, 2019

4 min read

Immediate leveraged insurance: Tips and traps

Watch out for these issues

By Kevin Wark | September 12, 2018

4 min read

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

By Kevin Wark | June 28, 2018

4 min read

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

By Kevin Wark | May 11, 2018

4 min read

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

By Kevin Wark | March 19, 2018

4 min read

Deducting the cost of life insurance

Part five of a series on tax and insurance

By Kevin Wark | January 24, 2018

4 min read

How net cost of pure insurance affects policies

Adjusted cost base, collateral insurance deduction affected

By Kevin Wark | December 20, 2017

4 min read

How to determine an insurance policy’s ACB

Several transactions either increase or decrease adjusted cost basis

By Kevin Wark | November 15, 2017

3 min read