Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
CALU Special Report – 2022 CRA‐Finance roundtable Q&A
Our recent 2022 Conference & AGM featured a CRA-Finance Canada roundtable where senior representatives from those organizations responded to CALU's questions on tax policy and legislation matters, technical interpretations ...
CALU submission to Finance on Bill C‐208 and section 84.1
CALU submission in response to the consultation announced in Budget 2022 relating to how the existing rules in section 84.1 of the Income Tax Act could be strengthened to ...
CALU Report – Corporate-owned health insurance
In this brand new CALU Report now available for members, author Stuart Dollar of Sun Life Financial discusses the Income Tax Act and its flexibility for life insurance policies ...
CALU 2021 Year in Review
Look back with us at this past year with the CALU 2021 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 reacts to Federal Budget 2022
Ottawa, April 7, 2022 – CALU took note of the various measures included in Budget 2022 of interest to leaders in the life insurance and financial advisory industry – notably ...
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 ...