Conference for Advanced Life Underwriting (CALU)
Registration:
11
of
30
(2015-10-22
to
2016-04-18)
Legislative Proposal, Bill or Resolution
- Budget 2015 relating to charitable donations arising from the disposition of shares in a private corporation or real estate
- Legislation relating to "LIA (leveraged insured annuity) policies" as defined in subsection 248(1) of the Income Tax Act
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
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 issues relating to aging and long-term care.