CRA-Finance roundtable
Tuesday May 3, 12:45 pm – 2:15 pm
Speakers:
- Mélanie Beaulieu, Director, Financial Industries and Trusts, Canada Revenue Industry
- Andrew Donelle, Senior Director, Tax Legislation, Finance Canada
- Lauchlin MacEachern, Director, Domestic Corporations and Resource Income, Tax Legislation, Finance Canada
- Trevor McGowan, Director General, Tax legislation, Department of Finance
- Bob Naufal, CPA, Manager, Financial Institutions Section, Income Tax Rulings Directorate, Canada Revenue Agency
- Angela Ross, TEP, LL.B., Principal, Tax Services, PricewaterhouseCoopers LLP
- Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
Description:
Join us as senior representatives from the Canada Revenue Agency and Department of Finance respond to general and specific questions posed by CALU members relating to their views of tax policy and legislation, technical interpretations and audit-related issues that will be of interest to CALU members and their clients.
CE credits available, subject to course approval (T = tentative)
- Institute for Advanced Financial Education (Advocis) – 1.50 (T)
- FP Canada – 1.50 (T)
- Alberta Insurance Council – 1.50 (T)
- Insurance Councils of Saskatchewan – 1.50 (T)
- Insurance Council of Manitoba – 1.50 (T)
- Chambre de la sécurité financière (Québec) – 1.00 (T)