This year, Katherine Ratcliffe attended the 23rd annual Society of Trust and Estate Practitioners (STEP) Canada National Conference, delivered in a fully virtual format, on June 14th and 15th, 2021.

As usual, the STEP Canada/Canada Revenue Agency (CRA) Roundtable was one of the highlights of the conference. During the Roundtable, the CRA provided detailed answers to 15 pre-selected questions posed by trust and estate practitioners across Canada on a variety of topics.

In advance of the release of the CRA’s official answers to the 2021 Roundtable questions later this summer, Katherine is pleased to provide her summary of the verbal answers given.

Click here to view the referenced summary in its entirety.