By services, 2 October, 2018 29 May 2018 STEP Roundtable Q. 15, 2018-0744151C6 - 164(6) and 112(3.2)(b)
By services, 30 January, 2018 21 November 2017 CTF Roundtable Q. 1, 2017-0724301C6 - 21 year planning & NR beneficiary
By services, 10 October, 2017 13 June 2017 STEP Roundtable Q. 2, 2017-0693321C6 - GAAR and 21-year planning
By services, 28 March, 2017 15 November 2016 Roundtable, 2016-0673001C6 - 2016 TEI - Question D4 - GAAR Assessment Process
By services, 31 January, 2017 29 November 2016 CTF Roundtable Q. 1, 2016-0669301C6 - GAAR & 21-year rule planning
By services, 31 January, 2017 29 November 2016 CTF Roundtable Q. 12, 2016-0669851C6 - Support for US FTC Claims
By services, 31 January, 2017 29 November 2016 CTF Roundtable Q. 7, 2016-0672091C6 - GAAR Assessment Process
By services, 10 January, 2017 27 October 2016 Internal T.I. 2015-0574851I7 - Settlement Payments Determinable After Death
By services, 23 August, 2016 27 April 2016 External T.I. 2015-0605111E5 - QDT - Preferred beneficiary election
By services, 2 August, 2016 10 June 2016 STEP Roundtable Q. 4, 2016-0645801C6 - QDT & pref beneficiary election