Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
CALU Letter to Finance Canada on DRD
CALU writes a follow-up letter to Finance Canada to reiterate concerns about the dividend received deduction (DRD) measure that was first proposed in Budget 2023 and reaffirmed in last ...
CALU Practice Note – Best practices for professional networking arrangements
The CALU Market Practice Committee (MPC) recently considered a client referral arrangement between an accounting firm and insurance advisors which raised potential market practice and regulatory compliance issues. CALU ...
Renewal of Mentorship Program
CALU is once again offering a mentorship program as a benefit to members for a six-month period from November 2023 to April 2024. Launched last year with very positive reviews ...
INFOexchange vol. 3 is now available!
This year's third edition of INFOexchange includes a message from our Chair, Robert McCullagh, as well as an advocacy update from Board member and Chair of the Government Relations ...
CALU Report – AMT update: New legislation released
This CALU Report on the Alternative Minimum Tax (AMT) updates a previous report and includes a review of the key rules as modified by the August 2023 draft legislation ...
CALU submission to Finance on intergenerational business transfers
CALU letter to Finance relating to draft legislation released on August 4, 2023 as it pertains to intergenerational business transfer rules. View the submission
CALU submission to Finance on the AMT
CALU submits letter to Finance relating to draft legislation released on August 4, 2023 as it pertains to the application of the Alternative Minimum Tax (AMT) rules. View the ...
CALU submission for the pre-budget consultations in advance of the 2024 federal budget
CALU pre-budget submission to the Standing Committee on Finance in advance of Budget 2024. The submission updates our recommendations from last year and adds a new one related to ...
INFOexchange 2023 vol. 2 is now available!
This year's second edition of INFOexchange includes the first message from our Chair, Robert McCullagh, as well as the first advocacy update from our new Board member and Chair ...
CALU submission to Finance on DRD proposals
CALU writes Finance Canada to communicate our concerns with proposals contained in the 2023 federal budget (Budget 2023) that would deny the dividend received deduction (DRD) for dividends received ...
Finance Canada report on RRIF and Minimum Withdrawal Requirements
A new report on rules governing registered retirement income funds (RRIFs) on which CALU provided input was recently tabled in the House of Commons. The report addresses several key issues ...
CALU Practice Note – Term Riders and short-pay permanent policies
This Practice Note discusses potential concerns with using term riders for the primary purpose of creating short-pay (less than five years) permanent policies. It also shares the steps CALU ...
