2008 APFF Tax Roundtable (English)
In October of 2008, L'Association de planification fiscale et financiere, APFF, held their annual convention in Quebec. At that time, a Tax Roundtable, coordinated by APFF and CALU member Jocelyne Gagnon, Director Taxation (Quebec) for PPI Financial Group, was held with representatives of the Canada Revenue Agency responding to questions of importance to the taxation and advanced planning applications of life insurance and related financial products. The attached PDF file is the English translation of the original document (which is also provided in the 'francais' section of www.calu.ca). I would also like to thank Helene Marquis, also a member of CALU and the APFF, for her time and expertise clarifying key aspects of the document, and translator Tammy McKay for her work to complete this very extensive translation effort on behalf of the advanced life underwriting community in Canada.
Paul McKay, CAE
RRIF minimums for 2008
The Canada Revenue Agency (CRA) recently posted information to its website re the proposed change to the RRIF minimum amounts for 2008.
Click on the PDF file below to view the document.