Tax & Estate Planning

STEP Canada / Canada Revenue Agency Roundtable (2019)

By June 21, 2019 January 7th, 2020 No Comments
Tax & Estate Planning

STEP Canada / Canada Revenue Agency Roundtable (2019)

This year, two of our associates – Katherine Ratcliffe and Jocelyn Arnason – attended the 21stannual Society of Trust and Estate Practitioners (STEP) Canada National Conference in Toronto, Ontario on June 6th and 7th, 2019. As usual, the STEP Canada/Canada Revenue Agency (CRA) Roundtable was one of the highlights of the conference. During the Roundtable, the CRA provided detailed answers to 18 pre-selected questions posed by trust and estate practitioners across Canada on a variety of topics, including 6 questions requesting clarification on the relatively new “tax on split income” (TOSI) rules.

In advance of the release of the CRA’s official answers to the 2019 Roundtable questions later this summer, Katherine and Jocelyn are pleased to provide their summaries of the verbal answers given.

Click here to view the referenced summary in its entirety.

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