Tax Planning
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
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
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
May & June 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 291 for May & June 2015. This edition of Comment looks at: tax changes and corporate-owned life insurance. Read full CLU Comment
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
November & December 2014 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 288 for November & December 2014. This issue deals with using Tax-Free Savings Accounts and mitigating punitive income tax consequences. Read full CLU … 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