INFOexchange

INFOexchange2023-09-21T13:49:52-04:00

INFOexchange

INFOexchange – 2021, Vol.1

April 29, 2021|

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

INFOexchange 2020 Vol.4

October 1, 2020|

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...

INFOexchange 2020 Vol.3

July 1, 2020|

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

INFOexchange 2020 Vol.2

April 1, 2020|

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...

INFOexchange 2020 Vol.1

January 1, 2020|

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

INFOexchange 2019 Vol.3

December 30, 2019|

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

INFOexchange 2019 Vol.2

April 1, 2019|

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...

INFOexchange 2019 Vol.1

January 1, 2019|

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...

INFOexchange 2018 Vol.4

October 3, 2018|

Articles in this edition include: a message from Chair Marty McConnell about the value of advice, an explanation of the mismatch in the federal and Ontario small business deduction rules by Thanusan Raveendran...

INFOexchange 2018 Vol.3

July 3, 2018|

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...

INFOexchange 2018 Vol.2

April 3, 2018|

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...

Go to Top