INFOexchange

INFOexchange 2018 Vol.3

Articles in this edition include: a message from Chair Marty McConnell about CALU’s strategic plan for 2018-2021; a summary of a consultation report on proposed beneficiary designation changes in Manitoba by Monica Carinci and Rachel Blumenfeld...

July 3, 2018|Categories: INFOexchange, Publications and reports|

INFOexchange 2018 Vol.2

Articles in this edition include: a message from Chair Marty McConnell, the pros and cons of alter ego trusts from Maureen Berry, and an article “Team Trudeau: Where they’ve been and where they’re going?” from CALU’s Government Relations consulting firm FleishmanHillard Highroads...

April 3, 2018|Categories: INFOexchange, Publications and reports|

INFOexchange 2018 Vol.1

Articles in this edition include: a message from Chair Gilles Chevalier about CALU’s accomplishments over the past year (and a link to the President’s Report to Members), an update on recent tax Developments from CALU Tax Consultant Kevin Wark, and a blog from Government Relations Committee Chair Warren Blatt about why grassroot engagement is key to CALU’s success.

January 3, 2018|Categories: INFOexchange, Publications and reports|

INFOexchange 2017 Vol.3

In the lead article “Joint Tenancy: A Primer” Margaret O’Sullivan re-examines the fundamentals of joint tenancy, its requirements and how it can be terminated. Also in this issue, CALU Tax Consultant Kevin Wark reports that the Department of Finance has released additional draft legislation arising from Budget 2017 and highlights several provisions that might be of interest to CALU members.

July 3, 2017|Categories: INFOexchange, Publications and reports|

INFOexchange 2017 Vol.2

In the lead article CALU's Tax Consultant Kevin Wark discusses the scope of international and domestic developments that will result in enhanced tax compliance activity. This, in turn, will significantly increase the likelihood of audit activity for those taxpayers who are pursuing "overly" aggressive approaches to reduce their Canadian tax bill.

April 3, 2017|Categories: INFOexchange, Publications and reports|

INFOexchange 2017 Vol.1

In the lead article Brett Aylward of FleishmanHillard, CALU’s government relations firm, provides insights on the development of Budget 2017 by looking at the federal government’s economic policy goals. Also in this issue CALU President Kevin Wark provides an update on the CRA review of capital dividend payments arising from the receipt of life insurance proceeds.

January 3, 2017|Categories: INFOexchange, Publications and reports|

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