Conference for Advanced Life Underwriting
Registration:
15
of
23
(2021-04-30
to
2022-02-21)
Legislative Proposal, Bill or Resolution
- Budget 2021 - legislative proposals relating to employee life and health trusts, advanced life deferred annuities, variable payment life annuities and mandatory transaction reporting
- Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations
Legislative Proposal, Bill or Resolution, Policies or Program
- Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016
- Tax related matters affecting individuals and small businesses relating to Covid-19
Policies or Program
- Presenting solutions to the federal government relating to assisting Canadians with planning for health and mortality risks; investment planning; retirement planning; employee group benefits; small business owner taxation and succession transfer; and issues relating to aging and long-term care.