Succession Planning

March & April 2015 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 290 for March & April 2015. This edition of Comment looks at: changes to estate taxation; tax deduction of interest expenses; and tax planning in … read more

January & February 2015 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 289 for January & February 2015. This issue deals with changes to charitable donations; tax return filing tips for 2014; dividend taxation; and … read more

September & October 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 287 for September and October 2014. This issue deals with: beneficiaries; exceptions to the general deemed disposition rule; rectification in income tax situations; … read more

July & August 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 286 for July and August 2014. This issue deals with: Eligibility for the pension benefits tax credit, optimizing Old Age Security payments, the … read more

May & June 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 285 for May and June 2014. This issue deals with: CPP Retirement Benefit: It’s All in the Timing, Eligible Capital Property Under Review, … read more

January & February 2014 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 283 for January and February 2014. This issue deals with: Tax return filing tips, charitable gift planning in a will, role of the prescribed … read more

September & October 2013 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 281 for September and October 2013. This issue deals with: OAS Changes Warrant Careful Attention When Planning; Capital Dividend trapped by Circumstances; Corporate … read more

July & August 2013 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 280 for August and September 2013. This issue deals with: A Glimpse at the Tax Proposals for Testament Trusts, Part-Time Farmers: The Value of … read more

March & April 2013 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 278 for March and April 2013. This issue deals with Now That the RRSP Mad Dash has Passed, What’s Next?, Ensuring Property Vests … read more

January & February 2013 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 277 for January and February 2013. This issue deals with Disbursement Quota Changes for Charities, Changing Trends Affect Retirement Plans, Government Pension Plans and Benefits … read more