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Tax & Accounting

When you have to be right

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A collection from the
STEP Canada / 
CRA Roundtables
2004 – 2017

About STEP

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Representing 20,000 members worldwide, the Society of Trust and Estate Practitioners (STEP) is the leading international organization for trust and estate professionals who specialize in family inheritance and succession planning. Founded in 1991, and headquartered in London, England, STEP is established in 95 countries across the globe, with a diverse membership of accredited professionals from all facets of the trust and estate planning industry, including legal, accountancy, corporate, trust, banking and insurance. STEP promotes the highest professional standards, provides a forum for discussion, offers education, training, representation and networking to practitioners, and works to improve public understanding of the trust and estate matters families are faced with across generations.


STEP Canada, founded in 1998, has over 2,500 members with branches in Vancouver, Calgary, Edmonton, Winnipeg, Toronto, Ottawa, Montreal, the Atlantic region; and chapters in London & Southwestern Ontario, the Okanagan Valley, and Saskatchewan.  


STEP members are highly knowledgeable in offering domestic and international advice on trusts and estates, including planning, administration and related tax issues. They help families plan for their futures, providing expert level guidance when it comes to making significant life decisions. Clients turn to STEP members for direction following the death of a partner; ensuring elderly and vulnerable relatives are cared for; safely passing a family business from one generation to the next, and helping clients to support charitable causes in an effective way.  


STEP Canada sincerely thanks Wolters Kluwer Canada for their collaboration in publishing this collection of questions and answers from one of the favourite annual sessions of the STEP Canada national conference, the CRA Roundtable.  This collection, published in 2018 to mark STEP Canada’s 20th Anniversary, includes Q&As from roundtables held between 2004 and 2017.