Conference for Advanced Life Underwriting (CALU)
Registration:
15
of
30
(2017-05-31
to
2017-10-09)
Legislative Proposal, Bill or Resolution
- Budget 2016 relating to proposals affecting corporate owned life insurance and transfer of insurance rules
- 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
- Formerly known as 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.
- Presenting solutions to the federal government relating to tax rules governing succession planning for small business owners