In our final INFOexchange of 2024 you’ll read:

  • Message from CALU’s Chair of the Board of Directors, Jeff Wilson
  • Government Relations column from the Chair of our Tax Policy and Advocacy Committee, Diane Everett
  • Expert article on “Insurance Policy Trusts in a Will – Your Wish is Not My Command” from Sanjana Bhatia, Scotia Wealth Management
  • Expert article on “CRA Comments on New Intergenerational Transfer Rules” prepared by Kevin Wark, CALU Tax Advisor

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