INFOexchange

In this year's third edition of INFOexchange, you’ll read: ✔️ Message from CALU’s Chair of the Board of Directors for 2025-2026, Sterling Rempel ✔️ Advocacy update from the Chair of the Tax Policy and Advocacy Committee, Melanie Weinberg ✔️ Expert article on “Unlocking probate efficiency: Life insurance and the multiple will strategy” by Lucas Gareri ✔️ Expert article on “Joint second-to-die insurance with fund value benefit on first death” by Kevin Wark (Members only) Download the report

In our second INFOexchange of 2025, you’ll read: ✔️ First message from CALU’s Chair of the Board of Directors for 2025-2026, Sterling Rempel ✔️ Advocacy update from the Chair of the Tax Policy and Advocacy Committee, Melanie Weinberg ✔️ Expert article on “Options for insuring younger clients” by Michael Earle ✔️ Expert article on “Navigating the capital dividend account” by Kevin Wark (Members only) Download the report

In our first INFOexchange of 2025, you’ll read: Final message from CALU’s Chair of the Board of Directors, Jeff Wilson Government Relations column Expert article on “A gift is a gift … Until it’s not: gifted survivorship interests in land” by Suzana Popovic-Montag, Hull & Hull LLP Expert article on “Widowed spouse not liable for deceased spouse’s tax debt” by Sanjana Bhatia, Scotia Wealth Management. We extend our thanks to Daniel Balofsky from BMO Insurance and Lucas Gareri from Manulife for their review of this article. (Members only) Download the report

In our final 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 “Insurance Policy Trusts in a Will – Your Wish is Not My Command” from Sanjana Bhatia, Scotia Wealth Management Expert article on “CRA Comments on New Intergenerational Transfer Rules” prepared by Kevin Wark, CALU Tax Advisor Download the report

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