What are the tax implications of transactions involving life insurance? How are insured annuities part of estate planning strategies? What does the Canada Revenue Agency say about the latest life insurance policy features? How can you structure the owner and beneficiary in corporate life insurance planning within a corporate group? The answers to these questions and more are available in just one book.
If you practice estate or financial planning, you need the latest edition of Canadian Taxation of Life Insurance. Now in its 11th edition, this publication offers more than 700 pages of expert information about the taxation of life insurance and how life insurance strategies can enhance your clients' financial and estate planning.
Updated every two years by the Manulife Taxation, Retirement and Estate Planning Services team and jointly edited by Florence Marino, BA., LL.B., TEP, and John Natale, B.Comm., LL.B., Heads of Tax, Retirement and Estate Planning Services, the Canadian Taxation of Life Insurance is the definitive guide on this complex topic.
For more information and to order your copy, visit the Tax, retirement and estate planning services section of Advisor Portal.