Catherine Hung

Tax & Estate

Catherine Hung is vice-president, Tax, Retirement and Estate Planning with CI Global Asset Management.

Tax Strategies

Beware of tainting GRE status

Warn executors about paying for estate expenses out of pocket

By Catherine Hung |January 17, 2024

4 min read

Tax Strategies

Avoid double taxation on wealth transfers to the next generation

Clients should think twice before selling assets at a discounted price

By Catherine Hung |October 26, 2023

4 min read

Tax News

Bare trusts: Is your client prepared for increased tax filings?

Failure to comply with new tax rules could result in penalties

By Catherine Hung |July 31, 2023

5 min read

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