Our letter to members of the federal Ministry provides recommendations on tax issues that should be prioritized over the coming months. Issues include a timely start to the tax reform commitment promised during the election campaign, with a particular focus on the rules governing small businesses. The letter also provides more immediate recommendations for action in relation to the following tax measures:

  • Lifetime capital gains exemption
  • Canadian Entrepreneurs’ Incentive (CEI) and Capital Gains Rollover
  • Employee Ownership Trust (EOT) capital gains exemption
  • Technical Tax Bill
  • Tax on Split Income (TOSI) Rules
  • Passive Investment Rules

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.