In this issue of INFOexchange, you’ll read:

✔️ “CALU: Member driven” by Ron Hansell

✔️ “Tax Consequences of Transfers Between Trusts: The New Rules” by Simon Thompson

✔️ “CCRA Opinions” by Ted Ballantyne

(Members only)

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.