Become a Member
Member Login
Become a Member
Member Login

Resources & updates

Resources & updates2022-03-28T09:35:12-04:00

Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.

INFOexchange 2020 Vol.1

January 1, 2020|Publications|

Content in this issue includes: Message from the Chair: 2019-2020 Year in Review; Be Greedy (In Tax) When Others Are Fearful; New C.D. Howe E-Brief –“The Power of Postponement”; Prescribed Rate Loan Planning and TOSI; The Challenges of Underwriting During a Pandemic

CALU Report – APFF and CLHIA CRA Roundtable Round-Up

December 1, 2019|Publications|

Every year the Canada Revenue Agency participates in several Tax Roundtables where it responds to a variety of questions of interest to the insurance and estate planning community. This edition of CALU Report summarizes select questions and responses from the 2018 APFF Conference and 2019 CLHIA Tax Conference and provides additional CALU commentary.

INFOexchange 2019 Vol.2

April 1, 2019|Publications|

Articles in this edition include: a message from Chair Roger Sinclair; a review by Jenny Du and John Grant regarding a key tax concern with actively trading investments within a TFSA and how Budget 2019 increases the associated tax risks to TFSA holders...

INFOexchange 2019 Vol.1

January 1, 2019|Publications|

Articles in this edition include: a message from Chair Marty McConnell; an explanation of the significant impact of the new “look-through” rules in section 212.1 of the ITA that may disrupt the standard post-mortem “pipeline” plan for estates with non-resident beneficiaries by Anjali Navkar and Thanusan Raveendran...

INFOexchange 2018 Vol.4

October 3, 2018|Publications|

Articles in this edition include: a message from Chair Marty McConnell about the value of advice, an explanation of the mismatch in the federal and Ontario small business deduction rules by Thanusan Raveendran...

Categories

Tags

Archives

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.

Become a Member
Go to Top