Conference for Advanced Life Underwriting (CALU)
Registration:
29
of
30
(2023-06-12
to
2024-04-27)
Legislative Proposal, Bill or Resolution
- Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations
- Increase/index the Private Health Service Plan (PHSP) limit in section 20.01 and index the PHSP limit in para 144.1(2)(e) of the Income Tax Act.
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.
Policies or Program
- Budget 2023 and Beyond: 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, taxation of financial institutions, Alternative Minimum Tax (AMT) system and issues relating to aging and long-term care, dental care and pharmacare.
- Seeking to raise awareness about national programs relating to dental care and prescription drug coverage as well as policy considerations and concerns as an association and as a member of Together for Better Health.