CRA Roundtables

CALU Special 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 ( should you have any questions relating to the CRA and Finance responses and related commentary. (Members only) Download the report ...

June 28, 2022|Categories: CALU Special report, CRA Roundtables, Publications and reports|

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.

December 1, 2019|Categories: CALU report, CRA Roundtables, Publications and reports|

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

June 1, 2018|Categories: CALU report, CRA Roundtables, Publications and reports|



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