Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
CALU Special Report: Federal Budget 2024
Please find our latest CALU Special Report which discusses measures of greatest interest to our members and their clients from the tabling of the federal Budget 2024, Fairness for ...
CALU Reacts to Budget 2024
CALU’s reaction to Budget 2024 including highlights of the top four measures of greatest interest to leaders in the life insurance and financial advisory industry. Read more ...
CALU joins SHBC Coalition
CALU recently joined the Smart Health Benefits Coalition (SHBC), a new health benefits collective which will be actively engaged in the pharmacare legislation currently before Parliament. CALU is lending ...
INFOexchange 2024 vol. 1 is now available!
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 ...
CALU Report – The tax treatment of FHSAs on death
This CALU Report summarizes the tax treatment of funds held in a First Home Savings Account (FHSA) on the death of the holder under various scenarios. Download now ...
Letter to Parliamentary Committees re Bill C59
Letters to the Standing Senate Committee on National Finance and the Standing Committee on Finance of the House of Commons on the issue of intergenerational business transfers in the context ...
CALU pre-budget submission to the Department of Finance for “Let’s Talk Budget 2024”.
CALU’s pre-budget submission to the Department of Finance in advance of Budget 2024. It recommends that the federal government:Support the successful transition of small businesses to family membersEnsure the self-employed ...
CALU submission to Finance on draft legislative proposals relating to short-term rentals
CALU comments on draft legislative proposals relating to short-term rentals released by the Department of Finance on December 20, 2023. View the submission
CALU 2023 Year in review
Here’s a recap of 2023 including everything you participated in, or may have missed out on in the past year including our year in numbers and in the areas of ...
General Anti-Avoidance Rule (GAAR) – New and unproved!
This article highlights the main changes to the General Anti-Avoidance Rule (the GAAR) measures included in Bill C-59 and notes several important modifications from the draft form of the ...
CALU Submission to Finance on Underused Housing Tax (UHT)
Read our response to the consultations by Finance on the Underused Housing Tax (UHT) including our recommendation that the exemption from filing requirements for exempt Canadian entities be made ...
CALU Report – Business transfer rules changing in 2024
In this CALU report, Jason Lau and Kenneth Keung from Moodys Tax Law review the new intergenerational business transfer rules relating to section 84.1 of the Income Tax Act ...
