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INFOexchange 2017 Vol.3
In the lead article “Joint Tenancy: A Primer” Margaret O’Sullivan re-examines the fundamentals...
CALU Report – A Pensions Wish List
The state of retirement savings – and the retirement income security of Canadians – has been the...
INFOexchange 2017 Vol.2
In the lead article CALU's Tax Consultant Kevin Wark discusses the scope of international and domest...
CALU Special Report – New Back-to-Back Shareholder Loan Rules – Impact on Collateral Insurance Arrangements
The rules in subsection 15(2) of the Income Tax Act operate to preclude the use of loans to sharehol...
CALU Report – Update on Interprovincial Tax Planning Using Trusts
The Ontario provincial court issued a blow to interprovincial tax planning using trusts in the recen...
CALU Practice Note – Leveraged Insured Annuities: Following Best Practices
This Practice Note provides background on various insured annuity arrangements, discusses the LIA ...
INFOexchange 2017 Vol.1
In the lead article Brett Aylward of FleishmanHillard, CALU’s government relations firm, provides ...
CALU Special Report – Genetic Testing Bill S-201
Bill S-201 is a private members bill that will restrict employers and service/product providers from...
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