eNews

Archived eNews

2026

• February 25, 2026: eNews – STEP Canada Tax Technical Committee
  RE: Proposed Amendments to the Trust Deemed Disposition Anti-Avoidance Rule in Subsection 104(5.8)
• February 6, 2026: eNews – STEP Canada Tax Technical Committee
  RE: Legislation Pertaining to the Flipped Property Rules
• January 8, 2026: eNews – STEP Canada Tax Technical Committee
  RE: Support for Comfort Letter Request – Extension of 212.1(6) (b) Exception to Life Interest Trusts
• January 6, 2026: eNews – STEP Canada Tax Technical Committee
  RE: Technical Amendment Request - Part IV Determination for Assessable Dividends Distributed by a Trust

2025

• November 3, 2025: eNews – STEP Canada Tax Technical Committee
  RE: Requesting a Technical Amendment to the Definition of “Testamentary Trust” in Subsection 108(1) of the ITA
• October 8, 2025: eNews – STEP Canada Tax Technical Committee
  RE: Application for Leave to Appeal to the Supreme Court of Canada in The King v. Vefghi Holding Corp. and The King v. S.O.N.S. Environmental Ltd.
• October 7, 2025: eNews – STEP Canada Tax Technical Committee / National Conference Committee
  RE: Final Questions & Answers from the 2025 STEP Canada / CRA Roundtable
• September 15, 2025: eNews – STEP Canada Tax Technical Committee
  RE: Legislative Amendment Request – EIFEL Excluded Entity Definition and Foreign Personal-Use Trusts
• September 12, 2025: eNews – STEP Canada Tax Technical Committee
  RE: AMENDED Proposed Amendments to Trust Income Tax Reporting contained in August 15th, 2025 Draft Legislation
• September 11, 2025: eNews – STEP Canada Tax Technical Committee
  RE: Proposed Amendments to Trust Income Tax Reporting contained in August 15th, 2025 Draft Legislation
• September 2, 2025: eNews – STEP Canada Tax Technical Committee
  RE: EIFEL and US Cottage Trust
• June 25, 2025: eNews – STEP Canada Tax Technical Committee
  RE: Potential Application of the EIFEL Rules Resulting From Canadian-Resident Trust Holding Foreign Personal-Use Property
• April 21, 2025: eNews – STEP Canada Tax Technical Committee
  RE: EIFEL Technical Interpretation Request and Clarification on Late-Filing Penalties Relief
• March 24, 2025: eNews – STEP Canada Tax Technical Committee
  RE: Penalty Relief on T3 Schedule 15
• March 3, 2025: eNews – STEP Canada Tax Technical Committee
  RE: CRA 2024 Trust Reporting Reminder Document

2024

• October 22, 2024: eNews – STEP Canada Roundtable Sub-Committee
  RE: An invitation to all members to submit questions to the 2025 CRA / STEP Canada Roundtable Sub-Committee for consideration
• September 4, 2024: eNews – STEP Canada Tax Technical Committee
  RE: August 12, 2024 Proposed Technical Amendments
• August 20, 2024: eNews – STEP Canada Public Policy Committee
  RE: Bill C-42, Canada Business Corporations Act amendments (public disclosure of the beneficial ownership register)
• August 14, 2024: eNews – STEP Canada Tax Technical Committee
  RE: Legislation Pertaining to the New Mandatory Disclosure Rules In Particular Reportable Transactions
• August 12, 2024: eNews – STEP Canada Tax Technical Committee / National Conference Committee
  RE: Final Questions & Answers from the 2024 STEP Canada / CRA Roundtable
• June 24, 2024: eNews – STEP Canada Tax Technical Committee
  RE: Federal Budget 2024 – Submission relating to Subsection 164(6), Misaligned Timing, and the Avoidance of Double Taxation
• May 13, 2024: eNews – STEP Canada Public Policy Committee
  RE: Federal Budget 2024 – Capital Gains Inclusion Rate
• March 28, 2024: eNews – STEP Canada Tax Technical Committee
  RE: New – Bare Trusts are Exempt from Trust Reporting Requirements for 2023
• February 22, 2024: eNews – STEP Canada Public Policy Committee
  RE: Bill C-42, Canada Business Corporations Act amendments (public disclosure of the beneficial ownership register)

2023

• October 11, 2023: eNews – 2024 CRA / STEP Roundtable Sub-Committee
  RE: Submit Questions to the 2024 CRA / STEP Canada Roundtable Committee for Consideration

• October 5, 2023: eNews – STEP Canada Tax Technical Committee / National Conference Committee
  RE: Final Questions & Answers from the 2023 STEP Canada / CRA Roundtable

• September 11, 2023: eNews – STEP Canada Tax Technical Committee
  RE: Submission relating to the application of the Alternative Minimum Tax (AMT)

• March 28, 2023: eNews – STEP Canada Tax Technical Committee
  RE: Transitional Relief for 2022 Underused Housing Tax Filing and Payment Obligations

• March 20, 2023: eNews – STEP Canada Tax Technical Committee
  RE: Underused Housing Tax (UHT)

• February 8, 2023: eNews – STEP Canada Tax Technical Committee
  RE: BCLI’s Undue Influence Recognition & Prevention Guide

2022

• December 2, 2022: eNews – STEP Canada Tax Technical Committee
  RE: Proposed Notifiable Transaction Rules

• December 2, 2022: eNews – STEP Canada Tax Technical Committee
  RE: Life Insurance Owned by Life Interest Trusts

• November 7, 2022: eNews – STEP Canada Tax Technical Committee
  RE: Update on Trust Reporting Rules, Reportable Transactions, and Notifiable Transactions following the 2022 Fall Economic Statement

• October 14, 2022: eNews – STEP Canada Tax Technical Committee
  RE: CRA Response to Question re: Accumulation Act & Lifetime Benefit Trust

• September 19, 2022: eNews – STEP Canada Tax Technical Committee / National Conference Committee

  RE: Final Questions & Answers from the 2022 CRA/STEP Canada Round Table

• June 20, 2022: eNews – STEP Canada Tax Technical Committee

  RE: Submission to the Department of Finance on Section 84.1

• April 21, 2022: eNews – Communication to STEP members in Alberta

  RE: Alberta Law Reform Institute: Report of Electronic Wills

• April 13, 2022: eNews – STEP Canada Tax Technical Committee

  RE: Budget 2022

• April 6, 2022: eNews – STEP Canada Tax Technical Committee

  RE: STEP Canada Submission on Notifiable Transactions to Department of Finance

• April 5, 2022: eNews – STEP Canada Tax Technical Committee

  RE: STEP Canada Submission to Department of Finance on Reporting Requirements for Trusts

• February 11, 2022: eNews from Chris Ireland, Chair of STEP Canada

  RE: STEP Canada 24th National Conference Update

• January 26, 2022: eNews – STEP Canada 24th National Conference Program Committee

  RE: Save the Dates for STEP Week – June 13-17, 2022

• January 18, 2022: eNews – STEP Canada Tax Technical Committee

  RE: Important Update to Reporting Requirements for Trusts from the Canada Revenue Agency

2021

• December 17, 2021: eNews – Communication to members in Alberta

  RE: Alberta Law Reform Institute Consultation

• September 2, 2021: eNews – STEP Canada Public Policy Committee 

  RE: STEP Vulnerable Client Symposium Final Report

• August 11, 2021: eNews – STEP Canada Tax Technical Committee 

  RE: Department of Finance Press Release July 19 - Bill C-208 Effective Date

• July 7, 2021: eNews – STEP Canada Tax Technical Committee 

  RE: Bill C-208

• July 6, 2021: eNews – STEP Canada Tax Technical Committee / National Conference Committee

  RE: Final Questions & Answers from the 2021 STEP Canada / CRA Round Table

• May 11, 2021: eNews – STEP Canada Public Policy Committee

  RE: Conflict of Laws in Estate Planning – Member Resource Chart

• April 23, 2021: eNews – STEP Canada Tax Technical Committee

  RE: 2021 Federal Budget

• March 5, 2021: eNews – STEP Canada Public Policy Committee

  RE: Calmusky v. Calmusky 2020 ONSC 1506

• February 24, 2021: eNews – STEP Canada Tax Technical Committee

  RE: Ontario Small Estate Limit and Bond Requirement for Small Estate Applications

• Febraury 22, 2021: eNews – STEP Canada Tax Technical Committee

  RE: STEP Canada Submission on Repealing the Ontario Estate Administration Tax

2020

• November 27, 2020: eNews – STEP Canada Tax Technical Committee / National Conference & Fall Speakers' Series Committee

  RE: Final Questions & Answers from the 2020 STEP Canada / CRA Roundtable

• November 18, 2020: eNews – STEP Canada Tax Technical Committee

  RE: Probate Fees Eliminated in Manitoba

• November 10, 2020: Communication to members in Alberta

  Alberta Law Reform Institute Survey RE: Dower Act

• October 16, 2020: eNews – STEP Canada Tax Technical Committee

  RE: CRA Releases Clarification of Prior Interpretation on “Excluded Shares”

• August 24, 2020: eNews - STEP Canada Trust & Estate Technical Committee

  Response to Ontario Attorney General RE: Estate Law Consultation

• August 13, 2020: Communication to STEP members in Ontario

  Submission to the Ontario Government RE: Justice Sector Consultation on Estates Law

• June 29, 2020: eNews – STEP Canada Trust & Estate Technical Committee

  RE: Response of STEP Canada to Beneficial Ownership Transparency Consultation

• June 16, 2020: eNews – STEP Canada Trust & Estate Technical Committee

  Proposed Changes to Non Insurance Plan Beneficiary Designations – Alberta

• May 7, 2020: eNews – STEP Canada Tax Technical Committee

  STEP Canada's TOSI Guide – 2nd Edition – April 2020

• April 27, 2020: eNews – STEP Canada Trust & Estate Technical Committee

  Executing Estate Documents in Canada in 2020: Covid-19 Amendments and How to Effect Safe (And Valid) Signings

• March 11, 2020: eNews – STEP Canada Trust & Estate Technical Committee

  RE: Response of STEP Canada to BC Consultation on a Public Beneficial Ownership Registry 

2019

• August 8, 2019: eNews – STEP Canada Tax Technical Committee / National Conference Committee

  RE: Final Questions & Answers from the 2019 STEP Canada / CRA Roundtable

• May 28, 2019: eNews – STEP Canada Trust & Estate Technical Committee

  Milne Estate (Re), 2019 ONSC 579 - An Update from STEP Canada - May 2019

2018

• August 20, 2018: eNews – STEP Canada Trust & Estate Technical Committee

  STEP Canada's Response to British Columbia's Land Owner Transparency Act White Paper - June 2018

• July 17, 2018: eNews – STEP Canada Tax Technical Committee / National Conference Committee

  RE: Final Questions & Answers from the 2018 STEP Canada / CRA Roundtable

• July 6, 2018: eNews – STEP Canada Public Policy Committee

  RE: OECD Mandatory Disclosure Rules: An Update from STEP Canada

• February 5, 2018: eNews – STEP Canada Executive Committee, Public Policy Committee, and Tax Technical Committee

  RE: STEP Canada’s RESPONSE from Finance - July 18, 2017 Proposals

2017

• October 3, 2017: eNews – STEP Canada Executive Committee, Tax Technical Committee, and Public Policy Committee

  RE: July 18, 2017 Proposals on Tax Planning Using Private Corporations – Submission to Finance

• September 27, 2017: eNews – STEP Canada Tax Technical Committee & Public Policy Committee

  RE: STEP Canada Reacts – July 18, 2017 Tax Proposals – French Examples Now Available

• September 14, 2017: eNews – STEP Canada Tax Technical Committee & Public Policy Committee

  RE: STEP Canada Reacts – July 18, 2017 Tax Proposals

• August 18, 2017: eNews – STEP Canada Tax Technical Committee & Public Policy Committee

  RE: STEP Canada Special Symposium: July 18, 2017 Discussion Paper and Draft Legislation

• August 10, 2017: eNews – STEP Canada Tax Technical Committee / National Conference Committee

  Final Questions & Answers of the 2017 STEP Canada / CRA Round Table

• July 21, 2017: eNews – STEP Canada Tax Technical Committee

  July 18, 2017 Finance Consultation Paper and Draft Legislation

• January 17, 2017: eNews – STEP Canada Tax Technical Committee

  Submission to Department of Finance re: October 3, 2016 Legislative Proposals

 

2016

• October 3, 2016: eNews – STEP Canada Tax Technical Committee 
  
  Submission to Department of Finance re: July 29, 2016 Legislative Proposals
• July 20, 2016: eNews – STEP Canada Tax Technical Committee / National Conference Committee

  Final Questions & Answers of 2016 STEP Canada / CRA Round Table

• June 9 & 10, 2016: STEP Canada’s 18th National Conference, Media Advisory

  2016 Media Advisory

• May 9, 2016: eNews – STEP Canada Executive Committee

  STEP Canada donates $1,000

• February 26, 2016: eNews – STEP Canada Tax Technical Committee

  Legislative Proposals on the Tax Rules for Certain Trusts and Their Beneficiaries

• January 15, 2016: eNews – STEP Canada Tax Technical Committee

  Department of Finance Releases Legislative Proposals