Charitable Donations
July & August 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 304 for July & August 2017. This edition of Comment looks at two issues: charitable giving of corporate-owned life insurance, and joint tenancy in the … read more
May & June 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 303 for May & June 2017. This edition of Comment looks at four issues: prescribed interest rates, charitable donations, the changing face of Canada’s labour market, … read more
September & October 2016 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 299 for September & October 2016. This edition of Comment looks at: charitable gift planning with life insurance, a look at the charitable … read more
July & August 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 292 for July & August 2015. This edition of Comment looks at: charitable gift: differing tax incomes, interest expense, and joint tenancy can add complications. Read … 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