CALU Reports

Dealing with Private Company Shares at Death; Post-mortem and Insurance Planning (Part I – revised)

Celeste Luery2025-07-15T16:25:08-04:00July 15, 2025|

This publication updates a CALU Report published in March ...

Celeste Luery2025-07-15T16:22:42-04:00June 4, 2025|

This CALU Report is the second of our two-part ...

Celeste Luery2025-04-16T12:32:18-04:00April 16, 2025|

In an update from our September 2023 CALU Report, ...

Celeste Luery2025-07-15T16:24:03-04:00March 12, 2025|

This CALU Report by Jeannie Lim and Hemal Balsara ...

Celeste Luery2024-11-14T09:17:49-05:00November 14, 2024|

In an update from our September 2023 CALU Report, ...

Susan Tighe2024-09-23T12:38:39-04:00September 23, 2024|

Kenneth Keung and Kevin Wark explain that draft legislation ...

Alison Kennedy2024-06-26T16:06:06-04:00June 14, 2024|

This CALU Report by Susan Johnson and Kevin Wark provides ...

Alison Kennedy2024-03-11T09:26:44-04:00March 6, 2024|

This CALU Report summarizes the tax treatment of funds ...

Alison Kennedy2023-12-14T14:33:55-05:00December 14, 2023|

In this CALU report, Jason Lau and Kenneth Keung ...

Alison Kennedy2023-09-21T13:05:38-04:00September 14, 2023|

This CALU Report on the Alternative Minimum Tax (AMT) ...

Alison Kennedy2023-09-21T13:05:32-04:00June 7, 2023|

A life insurance trust is an effective vehicle for ...

Alison Kennedy2023-09-21T13:05:26-04:00March 15, 2023|

In Budget 2022, the federal government committed to examining ...