Conference for Advanced Life Underwriting (CALU)
Registration:
9
of
30
(2014-11-02
to
2015-06-01)
Legislative Proposal, Bill or Resolution, Regulation
- Bill C-43 relating to the exempt test regulations; section 148; taxation of testamentary trusts, alter ego and spousal trusts; and charitable gifting on death
- Exempt Test Regulations and section 148 of the Income Tax Act - commenting on draft legislation and regulations as well as the interpretation of current legislation relating to the tax treatment of insurance policyholders
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; and issues relating to aging and long-term care.