INFOexchange

In our third INFOexchange of 2024 you’ll read: Message from CALU’s Chair of the Board of Directors, Jeff Wilson Government Relations column from the Chair of our Tax Policy and Advocacy Committee, Diane Everett Expert article on “Proposed Relief for Trust Reporting Rules” from Alex Kerslake and Ravi Singh, both from PwC Canada Expert article on “Sale of a Business: Pre-Planning Can Reduce Capital Gains Taxes” from Jamin Chen, BLG Download the report

This year’s second edition of INFOexchange provides two expert articles: Kevin Wark discusses the new intergenerational transfer rules for family businesses in “Section 84.1 changes – Special considerations”; and Florence Marino and Kevin Wark address the Budget 2024 proposals to increase the capital gains inclusion rate in “Capital gains proposals – Impact on business succession planning.” The publication also includes the first message from our Chair, Jeff Wilson, as well as an advocacy update from the Chair of the new Tax Policy and Advocacy Committee, Diane Everett. Download the report

This year’s first edition of INFOexchange includes the final message from our Chair, Robert McCullagh. CALU thanks you for your term in this role - much has been accomplished under your leadership. Also included is an advocacy update from Board member and Chair of the Government Relations Committee, Diane Everett, LLB, CLU, TEP, FEA, CS, followed by two expert articles from Tracy To, B.Sc., CLU, CEA, on “Navigating critical illness insurance claims”, and Florence Marino, on “Canada Revenue Agency commentary involving life insurance and trusts.” Download the report

The final issue of INFOexchange for 2023 includes a message from our Chair, Robert McCullagh, as well as an advocacy update from Board member and Chair of the Government Relations Committee, Diane Everett. Also included are two expert articles:  “Disability insurance claims: Be involved” by Christopher Riddell, CLU, CHS, Partner, Wise Riddell Financial Group, Justine Zavitz, CLU, CFP, CHS, GBA, Vice-President & Advisor, Zavitz Insurance & Wealth Inc., Samuel Waxman, CLU, CFP, CHS, CEA, Life and Living Benefits Insurance, Waxman Planning, Scott Beckett, MBA, President, Edgewater Financial Group; and ”, and “CLHIA 2023 CRA Roundtable – The CRA responds” ...

This year's second edition of INFOexchange includes the first message from our Chair, Robert McCullagh, as well as the first advocacy update from our new Board member and Chair of the Government Relations Committee, Diane Everett. Also included are two expert articles from Stuart Dollar, LLB, on "Non-resident tax on a disposition of a life insurance policy in Canada", and Susannah B. Roth, Hon. B.A., LL.B., TEP, on "Attorneys for property and beneficiary designations for life insurance policies." (Members only) Download the report

INFOexchange 2023 volume 1 is now available. The issue includes a final message from our Chair, Kelly Adams, as well as an advocacy update from the Chair of the Government Relations Committee, Kate Pal. Also included are two expert articles authored by Demetre Vasilounis, Fasken and Florence Marino, B.A., LL.B., TEP, Head of Tax, Retirement & Estate Planning, Manulife on “Estate Planning for Millennials and Gen Z” and “Holdco owner/opco beneficiary – A real case with different facts”. (Members only) Download the report

INFOexchange 2022 volume 4 is now available. The issue includes a message from our Chair, Kelly Adams on our priorities, membership and preparations for the 2023 AGM, as well as an advocacy update from the Chair of the Government Relations Committee, Kate Pal. Also included are two expert articles authored by Wesley Novotny, Bennett Jones LLP and CALU Tax Advisor, Kevin Wark on "Employee ownership trusts: A new Canadian succession option on the horizon" and "Conflicts of interest". (Members only) Download now

INFOexchange 2022 volume 3 is now available. The issue includes a message from our Chair, Kelly Adams on the latest developments at CALU including preparations for our fall conference and a new mentorship program as well as an advocacy update from the Chair of the Government Relations Committee, Kate Pal. Also included are two expert articles authored by CALU Tax Advisor, Kevin Wark on Recent CRA interpretations of interest and Insurance transfers to children: Tips and traps. (Members only) Download now

INFOexchange 2022 volume 2 is now available! This issue includes Kelly Adams' first message as CALU Chair and Kate Pal's Government Relations update discussing Budget 2022, the CALU 2022 Conference & AGM and CALU's advocacy plans for the summer. Finally, we have two expert articles authored by CALU Tax Advisor, Kevin Wark on Offshore LIA structure in CRA's cross hairs and New reporting rules. (Members only) Download now