INFOexchange

INFOexchange 2021 vol. 3 is now available for members, with articles on Navigating the hurdles of real estate ownership by foreign persons by Scott Gorski and Understanding CALU’s Market Conduct Standards Committee by Roger Sinclair.

In this issue: Finding the Opportunities in a Year of Challenges, by chair Cindy David

In this issue: Finding the Opportunities in a Year of Challenges, by chair Cindy David; Budget 2021 highlights by GR Committee chair, Adrian George

Content in this issue includes: CEO Update; Tax Court of Canada Upholds CDA Credit for Insurance; Business-Use-of-Home Expenses of the Owner-Manager during COVID-191...

Content in this issue includes: Message from the Chair: Planning Through Uncertainty; CRA provides new warnings on tax promoter schemes; Foreign Annuities – Different Countries, Different Landscape; Industry Voices Key as Government Pursues Revitalized Agenda

Content in this issue includes: Message from the Chair: Pivoting to the Opportunities; Taking a Stand on Long-Term Care; Pandemic highlights need for national standards for senior care...

Content in this issue includes: Message from the Chair: 2019-2020 Year in Review; Be Greedy (In Tax) When Others Are Fearful; New C.D. Howe E-Brief –“The Power of Postponement”; Prescribed Rate Loan Planning and TOSI; The Challenges of Underwriting During a Pandemic

Articles in this edition include: Election results; 2020 AGM; Donations of life insurance policies in B.C.; Stock options; Recent CRA Announcements Regarding PHSPs and HCSAs; In-Trust Accounts: The good, the bad and the ugly

Articles in this edition include: a message from Chair Roger Sinclair; a review by Jenny Du and John Grant regarding a key tax concern with actively trading investments within a TFSA and how Budget 2019 increases the associated tax risks to TFSA holders...

Articles in this edition include: a message from Chair Marty McConnell; an explanation of the significant impact of the new “look-through” rules in section 212.1 of the ITA that may disrupt the standard post-mortem “pipeline” plan for estates with non-resident beneficiaries by Anjali Navkar and Thanusan Raveendran...