Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
2021 Fall Conference – recap
Our virtual 2021 Fall conference was a success! We had a great turnout of attendees who had the opportunity to listen to many insightful presentations by a handful of industry experts. Thank you to all of those who participated and made this possible.
CALU advocacy update – 2021 Speech from the Throne
Last week, the Governor General delivered the throne speech to open the 44th parliament and outline the governments agenda. Although the speech was very high level, there were no surprises and it fell closely in line with previous policy statements by this government.
CALU Practice Note – Revisiting provincial rebating and inducement rules
This new Practice Note revisits one of the marketing practices discussed in the March 2019 Practice Note, and also reviews another marketing practice which may raise concerns with provincial regulators as being a form of policyholder rebate or inducement.
Elite Advisors Program – elevate your business
Transform your professional online presence with the Elite Advisors Program for CALU members.
Federal cabinet announced
CALU offers its congratulations to all 38 new and returning federal cabinet ministers. The cabinet was announced by the Prime Minister and sworn in by the Governor General this past ...
CALU Report – Private corporate tax accounts: Timing is everything
The Income Tax Act (ITA)1 establishes a number of different tax accounts for private corporations to ensure proper integration of taxes with shareholder distributions and to minimize tax avoidance transactions.
CALU submission to consultation on the Underused Housing Tax
CALU comments to the Department of Finance on its consultation relating to the underused housing tax announced in Budget 2021. View the submission
CALU Practice Note – Advisor/client consideration in purchasing foreign life insurance policies
Canadian individuals and private corporations often acquire life insurance policies to meet liquidity needs on death, as well as accumulate capital on a tax-advantaged basis during the lifetime of the insured
Chamber of Commerce tax survey
Calling all tax experts! The Canadian Chamber of Commerce and EY are conducting a national survey to identify opportunities for modernizing and simplifying tax administrative processes for Canadian employers. Please take ...
CALU’s updated recommendations on section 84.1
CALU members will remember the enactment of Bill C-208 back in June to amend section 84.1 in regards to fair taxation of family business succession, after which Finance Canada announced ...
INFOexchange 2021 vol. 3 is now available
INFOexchange 2021 vol. 3 is now available for members, with articles on Navigating the hurdles of real estate ownership by foreign persons by Scott Gorski and Understanding CALU’s Market Conduct Standards Committee by Roger Sinclair.
A Fall Conference program that educates and informs
CALU's committee volunteers have been hard at work organizing educational sessions for the 2021 Fall Conference. These timely and informative workshops are designed to keep you up-to-date on industry best practices ...
