Andrew Donelle from the Department of Finance (Canada) will provide an overview of proposed amendments to the tax rules applicable to unclaimed pension property, retirement compensation arrangements, permissible benefits (including annuities) that registered pension plans may provide, and more.
This session will be more than just a technical overview of recent tax legislation. Andrew will share stories about the dynamics of why and how various tax proposals for registered plans are developed. You will gain an awareness and appreciation of new flexibilities in permissible benefits and annuities;
- the annual cycle of tax legislative proposals at Department of Finance;
- the interaction of tax legislation with provincial pension standards legislation;
- the role of stakeholder input before the law is finalized and enacted.
CE CREDITS!
Attending this session will allow you to earn CE credits for: The Institute of Advanced Financial Education (Advocis), Insurance Council of Manitoba, Insurance of Saskatchewan, Alberta Insurance council, BC Insurance council.
CPBI Members can opt in to receive CE credits for free.
CPBI Non-Members can opt in for CE credits for an addtionnal $25.
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