CALU Report: 2024 CRA-Finance roundtable (revised)
This revised CALU Special Report provides the full text of the questions and written responses provided by the Canada Revenue Agency (CRA) and additionally Finance Canada as part of the CRA-Finance Canada roundtable at our 2024 Conference & AGM. This session which took place on May 7, 2024 allowed Conference registrants to hear from senior representatives from both organizations respond to CALU’s questions on tax policy and legislation matters, technical interpretations and audit-related issues. CALU commentary has also been included where appropriate. Download the report
CALU Report: 2024 CRA-Finance roundtable – Update from CRA
This CALU Special Report provides the full text of the questions and written responses provided by the Canada Revenue Agency (CRA) as part of the CRA-Finance Canada roundtable at our 2024 Conference & AGM. This session which took place on May 7, 2024 allowed Conference registrants to hear from senior representatives from both organizations respond to CALU’s questions on tax policy and legislation matters, technical interpretations and audit-related issues. CALU commentary has also been included where appropriate. Download the report
CALU Report – 2022 CRA‐Finance roundtable Q&A
Our recent 2022 Conference & AGM featured a CRA-Finance Canada roundtable where senior representatives from those organizations responded to CALU's questions on tax policy and legislation matters, technical interpretations and audit-related issues. This CALU Special Report provides the full text of both the CRA questions and written responses, as well as the Finance Canada written questions and a summary of their verbal responses. CALU commentary has also been included where appropriate. Please contact Kevin Wark (kwark@calu.com) should you have any questions relating to the CRA and Finance responses and related commentary. (Members only) Download the report ...
CALU Report – 2020 Finance Roundtable Questions and Responses
On November 18, 2020 CALU held its first ever virtual CALU Finance Roundtable.
CALU Report – 2020 CALU CRA Roundtable Questions
On July 8, 2020 CALU held its first ever virtual CALU CRA Roundtable. CALU wishes to thank CRA representatives Stéphane Charette – Director, Financial Industries and Trust Division, CRA and Bob Naufal – Senior Manager, Income Tax Rulings Directorate, CRA...
CALU Report – APFF and CLHIA CRA Roundtable Round-Up
Every year the Canada Revenue Agency participates in several Tax Roundtables where it responds to a variety of questions of interest to the insurance and estate planning community. This edition of CALU Report summarizes select questions and responses from the 2018 APFF Conference and 2019 CLHIA Tax Conference and provides additional CALU commentary.
CALU Report – CALU 2018 CRA Finance Roundtable
As part of its 2018 Annual General Meeting, CALU held a CRA-Finance Roundtable. Participants included: Stéphane Charette, CPA, MBA, Director, Financial Industries and Trusts Division, Canada Revenue Agency; Bob Naufal, CPA, Manager, Financial Institutions Section, Canada Revenue Agency; and; Trevor McGowan, Director General (Legislation), Tax Legislation Division, Tax Policy Branch, Department of Finance
CALU Special Report – STEP 2016 CRA Roundtable
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CALU Report – CALU 2016 CRA-Finance Roundtable
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CALU Special Report – STEP 2015 CRA Roundtable
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