2007

March

• Study Shows Trust Tax Problem Really Federal-Provincial Concern

February

• Observations for Closed Door Income Trust Study

• Director Compensation Study Shows Low Cost Approach Among Trusts

January

• Trust Returns of Cash Address Demands of Global Fund Managers

• Dividends Most Significant Component in Returns on Investment

2006

December

• PriceWaterhouse Study: Income Trusts are Efficient at Investing & Growing

• BMO Nesbitt Burns Study: Trusts Provide Tax Gain for Government

November

• Leading Law Firm Provides Overview of New Taxes

• Dave Werklund, President and Chief, CCS Income Trust

• Analysis of Income Trusts and Tax Leakage: Is there a problem?

• Kelly Drader, CEO of Advantage Energy Income Fund

• Corporate Executives Distrust Government Based on New Trust Tax

• Teachers’ Pension Plan Response to Federal Income Trust Tax Policy

• Income Trust Investor Analysis of Policy

• Legal Overview of New Taxes on Income Trust Distributions

• Ian Russell, President, Investment Industry Association of Canada

October

• George Athanassakos, corporate finance professor at U. of Western Ontario

• John Brussa, Calgary Tax Lawyer

• David Carey,VP, ARC Energy Trust

• Bill Holland, chief executive of CI Financial Income Fund

• Dirk Lever, Chief Income Trust Strategist, RBC Dominion Securities

• Sandy McIntyre, Senior VP and Senior Portfolio Manager, Sentry Select

• Leslie Lundquist, manager $1-billion in trusts for Franklin Templeton Investments

• Sandy McIntyre’s Analysis: Trust Policy Concerns In Response to 2006 Study by Jack Mintz

• Darren Entwistle , CEO, Telus Corp.

• Lillian Morgenthau, President, Canada’s Association for the Fifty-Plus

• Art Field, President, National Pensioners and Senior Citizens Federation

• Judy Wasylycia-Leis, NDP Finance Critic and MP from Winnipeg

• Study of Trusts: “Heads I Win: Tails You Lose” by Diane Urquhart

April

• CGAs Demystify Trusts & Offer Stance on Policy

2005

November

• Responses to the Department of Finance Consultation on FTEs Concluded Early

• Report for CAIF by HDR/HLB Economics: Tax Revenue Implications of Income Trusts

• Bank of Canada Working Paper on Income Trusts (2003)

October

• iTrust Investor Petition and Submission in Response to Department of Finance Consultation

September

• Public Consultation Paper: Tax and Other Issues Related to Publicly Listed Flow-Through Entities