Pension
January & February 2019 – CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 313 for January & February 2019. This edition of COMMENT looks at three issues: testamentary gift planning, tax filing season: a look back and ahead, and benefits … read more
January & February 2018 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 307 for January & February 2018. This edition of Comment looks at three issues: Preparing for Tax Season, Clearance Certificates for an Estate, and Government Pension … read more
November & December 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 306 for November & December 2017. This edition of Comment looks at three issues: Tax-free Growth Worth Understanding, Tax Assessments and Reassessments, and Canada/Quebec Pension … read more
January & February 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 301 for January & February 2017. This edition of Comment looks at three issues: when contracts result in unintended tax consequences, a new year: revisiting marginal … read more
March & April 2016 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 296 for March & April 2016. This edition of Comment looks at: clarity of intentions will reduce uncertainty, a new year and new federal … read more
January & February 2016 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 295 for January & February 2016. This edition of Comment looks at: clarity of intentions will reduce uncertainty, a new year and new federal … read more
November & December 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 294 for November & December 2015. This edition of Comment looks at: transitioning to the new tax rules for trusts, and pension income splitting creates … read more