CALU Reports
CALU Report: Dealing with Private Company Shares at Death; Post-mortem and Insurance Planning
This CALU Report by Jeannie Lim and Hemal Balsara ...
AMT Update: Legislation Enacted and Proposed Amendments
In an update from our September 2023 CALU Report, ...
CALU Report: Exploring the Canadian Entrepreneurs’ Incentive
Kenneth Keung and Kevin Wark explain that draft legislation ...
CALU Report – Employee Ownership Trusts
This CALU Report by Susan Johnson and Kevin Wark provides ...
CALU Report – The tax treatment of FHSAs on death
This CALU Report summarizes the tax treatment of funds ...
CALU Report – Business transfer rules changing in 2024
In this CALU report, Jason Lau and Kenneth Keung ...
CALU Report – AMT update: New legislation released
This CALU Report on the Alternative Minimum Tax (AMT) ...
CALU Report – Insurance trusts
A life insurance trust is an effective vehicle for ...
CALU Report – Are wealthy Canadians paying their fair share of tax?
In Budget 2022, the federal government committed to examining ...
CALU Report – Inflation and the impact on CPP and OAS
CALU is pleased to announce the release of the latest ...
CALU Report – Update on post-mortem pipeline planning
The Tax Court of Canada (TCC) decision in Robillard ...
CALU Report – Moving to Canada with a Foreign Insurance Policy: A Case Study (update)
In this February 2019 issue of the CALU Report, ...