First York Business & Tax Updates:
articles, news and resources

Welcome to First York's Resource Library of articles, news and resources, which is made available for selected colleagues in the advisory professions.

We appreciate the assistance and cooperation of our contributors, including CALU (Conference for Advanced Life Underwriting), ADVOCIS (Financial Advisors Association of Canada), and Manulife Financial.

Our goal is to provide timely insight into subjects of key interest to our visitors. Perhaps there is a topic you haven't found or simply wish to explore in greater detail. If so, please be sure to contact us. We welcome your comments and suggestions.


Articles by First York, Advocis and
CLU Comment - View List


Articles Published by First York Insurance Agency, Advocis and CLU Comment

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May/June 2010  -  Disposition Of A Life Insurance Policy

May/June 2010  -  Disposition Of A Life Insurance Policy - Comment Backgrounder

February 2002  -  Creditor Protection - An Update

December 2001  -  Maximizing Income When Rates are Low

January 2000  -  Critical Illness Insurance - A Recent Product Innovation

January 2000  -  Shareholder Loan Bailouts

January 2000  -  21 Year Trusts

January 2000  -  Revenue Canada Permits 25% to 100% Reduction in Capital Gains Tax at Death

Articles Published by CALU - View List

CALU.CA - Conference for Advanced Life Underwriting.

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December 2009  -  CALU Tax Bulletin 2009

December 2009  -  Life After Death: Modern Genetics and the Estate Claim

October 2009  -  Dealing with Private Company Shares at Death: Post-Mortem and Insurance Planning (Part II)

August 2009  -  Dealing with Private Company Shares at Death: Post-Mortem and Insurance Planning (Part I)

June 2009  -  Planning for Success: Coping with Adversity

March 2009  -  Estate Planning with Dynasty Trusts for American Beneficiaries

February 2009  -  CALU INFOexchange 2009, Vol. 1

December 2008  -  The Redemption of Shares Transferred to a Surviving Spouse

October 2008  -  Dispositions of Life Insurance Policies

September 2008  -  CALU INFOexchange 2008, Volume 3

September 2008  -  Eligible Dividends - Another New Landscape

May 2008  -  The CRA Responds: Tax Roundtable 2008

October 2007  -  Changes to Dividend Taxation - Coming to GRIPs with the Impacts on Life Insurance Planning

April 2007  -  Death of a Shareholder: post mortem planning

June 2006  -  Tax Policy Roundtable 2006

May 2006  -  A Revitalized Look at Shareholder Agreements: Uncovering the Unintended Results

April 2006  -  Shareholders Agreements: Which areas advisors should focus on

March 2006  -  The CDA & Life Insurance - Tips & Traps

May 2005  -  Tax Policy Roundtable 2005

March 2005  -  Living Buyouts: Do They Work?

January 2005  -  Wealth Transfer: The Physics of Philanthropy

January 2005  -  Net Cost of Pure Insurance

January 2005  -  Personal Tax Planning & Life Insurance

November 2004  -  APFF Financial Products Round Table

September 2004  -  Life Insurance on the Move: Cross-Border Tax Implications & Opportunities for Canadian and U.S. Policyholders

September 2004  -  When an Estate Freeze Goes Awry

September 2004  -  CRA Opinions: UL, CDA and IRA

July 2004  -  Corporate-Owned Insurance: Revisting Share Redemption Arrangements

June 2004  -  Universal Life - In Response

May 2004  -  The CRA Responds: Tax Policy Roundtable 2004

June 2003  -  The CCRA Responds: Tax Policy Roundtable 2003

June 2002  -  The CCRA Responds: Tax Policy Roundtable CALU 2002

April 2002  -  Succession Readiness in Canadian Family Businesses

June 2001  -  The CCRA Responds: Tax Policy Roundtable CALU 2001

February 2001  -  A Practioner's Guide to Life Insurance Trust Declarations

December 2000  -  Corporate Redemption Buy-Sell Arrangements and the "50% Solution" - Does It Make Sense?

Articles Published by Manulife Financial - View List


NOTICE TO READERS:
The articles available on this website are distributed on the understanding that the content providers (First York Insurance Agency Limited, CALU and Manulife Financial) are not engaged in rendering legal, accounting or other professional advice. If legal or other expert assistance is required, the services of a competent professional person should be sought. Manulife Financial articles are provided with Manulife's consent.