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CALU 2021 Year in Review
Look back with us at this past year with the CALU 2021-22 Year in Review.
CALU Special Report: Federal Budget 2022
Finance Minister Chrystia Freeland tabled the Liberal government’s 2022 budget yesterday. Budget 2022, A Plan to Grow Our Economy and Make Life More Affordable, was a departure from the ...
CALU submission to CCIR-CISRO on Incentive Management Guidance
CALU submission on the Guidance to fully endorse the Advocis commentary, while also highlighting issues of particular interest and concern for our members.
CALU request on PHSP Limits under Section 20.01 and 144.1 of the Income Tax Act
CALU submission to the Department of Finance to consider an increase in the deduction permitted under section 20.01 of the Income Tax Act for sole proprietors and partners in respect of premiums or contributions to a private health services plan.
INFOexchange 2022 vol. 1 is now available
INFOexchange volume 1 is now available for members! Chair Barry Pascal reflects on his time as CALU chair as it approaches its end. Followed is our GR Column covering ...
CALU Report: Recent estate planning developments in Canada
In this expert CALU Report now available for members, authors Rachel Blumenfeld and Marni Pernica of Aird & Berlis LLP provide an overview of key legislative changes relating to estates and substitute decision-making laws in Canada and discuss recent case law on beneficiary designations and the presumption of resulting trust,
CALU submission to the Commissioner of Lobbying on the draft Code
CALU submits recommendations to the Commissioner of Lobbying based on the opinion that the current draft version of the Code contains elements that are unworkable, unenforceable and present an ...
Draft tax legislation released
On February 4, 2022, the federal government released a package of draft legislation relating to Budget 2021 tax measures, as well as previously announced tax proposals. Tax measures that are ...
Pre-budget consultations in advance of the 2022 federal budget (update)
CALU submission to the Department of Finance with recommendations to best support economic growth, make life more affordable and build an even stronger economy for the future. View the ...
CALU Special Report – Valuing corporate owned life insurance: A new twist
In this CALU Special Report, Valuing corporate owned life insurance – A new twist, Kevin Wark, LLB, CLU, TEP, Tax Advisor, CALU takes a look into the valuation of corporate-owned life insurance in determining Ontario estate administration taxes.
Economic and Fiscal Update 2021
MPs in the House of Commons are in a FES-tive mood today – and the cedar garlands adorning the walls of Parliament Hill aren’t the only reason. The federal government’s long-awaited Fall Economic Statement was delivered by Finance Minister and Deputy Prime Minister Chrystia Freeland today.
INFOexchange 2021 vol. 4 is now available
INFOexchange volume 4 is out as of today! Chair Barry Pascal reflects on the past year and looks forward to a bright year ahead.
