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Knowledge Bureau is your leading financial education network. We cover the most current issues in the tax and financial services landscape, interpret them and bring the highlights right to you. You’ll learn about taxes, investing, retirement, estate and business planning.

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Planning Required: New Canada Child Benefits Arrive Today July 20

By : Evelyn Jacks and Walter Harder Posted in: Strategic Thinking, Current Issue
The refundable tax credits replacing the Family Tax Cut, Universal Child Care Benefit arrive this week.  What to expect?  Tax and financial advisors could be very busy tending to questions about the whether the size of the cheques is right, and filing 2015 tax returns for delinquent filers.

Tax Cheating on Real Estate scores $14 Million for CRA

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
Leaked documents from CRA have been reported in China, indicating that 50 tax auditors and 35 additional staff have been deployed to crackdown on real estate tax cheats in Vancouver.  CRA confirmed to the CBC that indeed 339 audits have reaped $14 million in tax recoveries in 2015/2016.   Here’s how to stay out of trouble.

Financial Capability is Multi-Dimensional; so is Financial Advice

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
A just-released synopsis of the FINRA National Financial Capabilities survey of close to 30,000 Americans from June to October 2015 showed a stunning lack of financial understanding there; at a time when wealth and income inequality is at an extreme not seen since World War II. But Canadians did not do much better.

Bitcoins and CRA

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
It’s been a month of turmoil in France, Turkey, the US and even Brazil.  In such times people consider alternative investments, such as gold (traditionally) and bitcoins (non-traditionally), as safe havens.

CPP Agreement Delayed: B.C. Wants More Time

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
The province of BC has decided to take the Canada Pension Plan changes to its citizens, rather than signing on to the federal agreement to raise rates and change benefits, indicating it thinks the federal government should do the same.

DAC 2016: Mastering Retirement Income Layering Critical to Your Value Proposition

Posted in: Strategic Thinking, Current Issue
There’s the old way of doing retirement income planning: how to spend every last dime before you die. (Not very precise, given that we can’t usually pinpoint the day.)  Good thing there’s the new way:  retirement income averaging and layering.