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) and ADVOCIS (Financial Advisors Association of Canada).
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 expore in greater detail. If so, please be sure to contact us. We welcome your comments and suggestions.
1 - Articles Published by First York:
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• 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
2 - Articles Published by CALU:
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• 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)
• 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?