In our third INFOexchange of 2013, you’ll read:

✔️ Expert article on “Right Back Where We Started? MacDonald Case Reversed on Appeal” by Jillian Welch

✔️ Message from CALU’s Chair of the Board of Directors, Don Smith

✔️ Expert article on “Maximizing Credits When Gifting by Will and Trusts” by Sandra Enticknap

✔️ Expert article on “Sawdon Estate – Ownership of Funds in a Joint Account” by Martin Rochwerg and Rahul Sharma

✔️ “CALU Government Relations in Action” by Terry Zive

✔️ Article on “Third-Party Advisor Penalties Reinstated”

✔️ Tax Update by Kevin Wark

✔️ Expert article on “Happenings on the Hill” by Herb Metcalfe

(Members only)

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