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INFOexchange 2021 vol. 3 is now available

2021-11-25T16:55:49+00:00October 1, 2021|Publications|

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.

CALU Report – Donation of Private Corporation Shares

2021-11-25T17:06:51+00:00March 25, 2021|Publications|

Business owners with philanthropic intentions value tax-efficient charitable giving strategies. Read this CALU Report to understand how the use of corporate-owned life insurance to fund a charitable gift improves tax-efficiency and can lead to a legacy of gifting through generations.

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