This year’s second edition of INFOexchange provides two expert articles: Kevin Wark discusses the new intergenerational transfer rules for family businesses in “Section 84.1 changes – Special considerations”; and Florence Marino and Kevin Wark address the Budget 2024 proposals to increase the capital gains inclusion rate in “Capital gains proposals – Impact on business succession planning.” The publication also includes the first message from our Chair, Jeff Wilson, as well as an advocacy update from the Chair of the new Tax Policy and Advocacy Committee, Diane Everett.

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.