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CALU Special Report – Detailed Analysis of Revised Income Sprinkling (TOSI) Rules
This CALU Special Report provides a more detailed discussion on the application of the tax on split...
CALU Report – Comparison of Segregated Fund and Mutual Fund Taxation
In this latest edition of CALU Report, CALU members Russ Lavoie and Susan Ellis focus on the tax as...
Rapport de CALU – Comparaison de l’imposition des fonds distincts et des fonds communs de placement
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CALU Special Report – Finance Consultation on the Taxation of Private Corporations
On July 18, 2017, the Department of Finance released a consultation paper and draft legislation that...
Rapport spécial de CALU – Consultation avec le ministère des Finances sur l’imposition des sociétés privées
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INFOexchange 2017 Vol.3
In the lead article “Joint Tenancy: A Primer” Margaret O’Sullivan re-examines the fundamentals...
CALU Report – A Pensions Wish List
The state of retirement savings – and the retirement income security of Canadians – has been the...
INFOexchange 2017 Vol.2
In the lead article CALU's Tax Consultant Kevin Wark discusses the scope of international and domest...
CALU Special Report – New Back-to-Back Shareholder Loan Rules – Impact on Collateral Insurance Arrangements
The rules in subsection 15(2) of the Income Tax Act operate to preclude the use of loans to sharehol...
CALU Report – Update on Interprovincial Tax Planning Using Trusts
The Ontario provincial court issued a blow to interprovincial tax planning using trusts in the recen...
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