CRA guidance on mandatory reporting says referral fees in respect of estate freeze transactions and…
Florence MarinoOctober 2, 2024
We welcome the August 12, 2024 technical amendment to subsection 164(6) which extends the time…
Florence MarinoAugust 28, 2024
One of the primary benefits of life insurance is its “instant liquidity”. The payment of…
Paul TompkinsAugust 14, 2024
For an update on enacted tax legislation and some of the loose ends we’ve been…
Florence MarinoJuly 31, 2024
For an update on recent post-mortem planning items and a reminder that life insurance can…
Florence MarinoJuly 3, 2024
The details of the capital gains inclusion rate increase are out. No big surprises. Think…
Florence MarinoJune 25, 2024
The proposed new capital gains inclusion rate will result in a difference of 8.56 percentage…
Paul TompkinsMay 17, 2024
Life insurance is a unique asset that has many favourable tax characteristics. In general, these…
Florence MarinoMay 1, 2024
