Tax Planning
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
May & June 2013 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 279 for May and June 2013. This issue deals with Testamentary Trusts in the Spotlight, First-Time Donor’s Super Credit, Portable Life Insurance and … 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
July & August 2012 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 274 for July and August 2012. This issue deals with Jointly-Owned Property, An Overview of the Alternative Minimum Tax, Retirement Planning and Caring … read more
March & April 2012 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 272 for March and April 2012. This issue deals with Personal Services Business Changes, Maximizing Old Age Security and Charitable Giving. Read Full … read more