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October 1, 2021

Chamber of Commerce tax survey

Calling all tax experts! The Canadian Chamber of Commerce and EY are conducting a national survey to identify opportunities for modernizing and simplifying tax administrative processes for Canadian employers. Please take a few moments to share your insights on the topic and complete the survey. Complete the survey now!

October 1, 2021|Categories: Industry news|

CALU’s updated recommendations on section 84.1

CALU members will remember the enactment of Bill C-208 back in June to amend section 84.1 in regards to fair taxation of family business succession, after which Finance Canada announced its intention to introduce further amendments to better accommodate genuine intergenerational business transfers while still protecting against potential tax abuse. CALU volunteers and staff have taken the pro-active step of reviewing and updating our recommendations and submitting those to Finance. View the submission (members only)

October 1, 2021|Categories: Tools & resources|

INFOexchange 2021 vol. 3 is now available

INFOexchange 2021 vol. 3 is now available for members, with articles on Navigating the hurdles of real estate ownership by foreign persons by Scott Gorski and Understanding CALU’s Market Conduct Standards Committee by Roger Sinclair.

October 1, 2021|Categories: Publications|

A Fall Conference program that educates and informs

CALU's committee volunteers have been hard at work organizing educational sessions for the 2021 Fall Conference. These timely and informative workshops are designed to keep you up-to-date on industry best practices and provide you with an opportunity for CE credits (subject to course approval). Check out the program and register now! With thanks to the Associates' Meeting Committee, the AGM Workshop Committee, the Employee Benefits Issue Group, the Life Insurance Issue Group, the Living Benefits Issue Group and the Wealth Creation & Management Issue Group.

October 1, 2021|Categories: Events & learning|




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