RRIF

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

September & October 2015 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 293 for September & October 2015. This edition of Comment looks at: understanding when corporations may be associated, new rules for RRIFs, and taxpayer … read more