All ArticlesCapital Loss Carry Back PlanningPost-Mortem PlanningTrusts November 26, 2025 Bill C-15 – Items of interest Bill C-15 contained a couple of measures relating to life insurance of note. Florence Marino Love0
All ArticlesTrusts September 17, 2025 Exemptions from the Trust Reporting rules – What is the value of Life insurance? Touching on one issue specific to life insurance and certain exemptions under the trust reporting rules... Florence Marino Love0
All ArticlesCorporate OwnershipLife Insurance Tax February 26, 2025 Divisive reorganizations and life insurance – Breaking up is hard to do When it comes to divisive reorganizations, life insurance can be a challenging asset to deal with from a tax point of view. When putting corporate owned life insurance in place, it is important to consider… Florence Marino Love0