CRA Roundtables

CALU Special Report – 2022 CRA‐Finance roundtable Q&A

Nick Horne2024-01-15T14:11:05-05:00June 28, 2022|

Our recent 2022 Conference & AGM featured a CRA-Finance ...

CALU Report – 2020 Finance Roundtable Questions and Responses

Sarah Alvarado2024-01-15T14:23:38-05:00December 3, 2020|

On November 18, 2020 CALU held its first ever virtual CALU Finance Roundtable.

CALU Report – 2020 CALU CRA Roundtable Questions

Sarah Alvarado2024-01-15T14:24:11-05:00August 3, 2020|

On July 8, 2020 CALU held its first ever virtual CALU CRA Roundtable. CALU wishes to thank CRA representatives Stéphane Charette – Director, Financial Industries and Trust Division, CRA and Bob Naufal – Senior Manager, Income Tax Rulings Directorate, CRA...

CALU Report – APFF and CLHIA CRA Roundtable Round-Up

Sarah Alvarado2024-01-15T14:28:15-05:00December 1, 2019|

Every year the Canada Revenue Agency participates in several Tax Roundtables where it responds to a variety of questions of interest to the insurance and estate planning community. This edition of CALU Report summarizes select questions and responses from the 2018 APFF Conference and 2019 CLHIA Tax Conference and provides additional CALU commentary.

CALU Report – CALU 2018 CRA Finance Roundtable

Sarah Alvarado2024-01-15T14:28:43-05:00June 1, 2018|

As part of its 2018 Annual General Meeting, CALU held a CRA-Finance Roundtable. Participants included: Stéphane Charette, CPA, MBA, Director, Financial Industries and Trusts Division, Canada Revenue Agency; Bob Naufal, CPA, Manager, Financial Institutions Section, Canada Revenue Agency; and; Trevor McGowan, Director General (Legislation), Tax Legislation Division, Tax Policy Branch, Department of Finance