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Knowledge Bureau Report

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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.

Stay in the know with the Knowledge Bureau Network. Get breaking news by email, use practical tools for answers, read influential blogs, take quizzes, watch short financial lessons, learn professional skills online, at regional workshops and conferences.

Exclusive Financial Survey Provides Client Insights to Advisors’ Value at DAC

Posted in: Strategic Thinking, Current Issue
FOR IMMEDIATE RELEASE – Ozy Camacho, Publisher, Investment Executive and Finance et Investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their financial advisors.

Seven Ways to Fund Higher Education – Part 2

By: Evelyn Jacks Posted in: Strategic Thinking, Distinguished Mastery, Current Issue
The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.

Child Fitness Amount: Small Improvements but Welcome Relief

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
Our sons participated with gusto in many sports: hockey, lacrosse, soccer and marathon running.  In the chief role of road warriors, we charioted cherubs from one sportsplex to another. These activities provided physical, social, team and leadership skills that continue to be priceless, despite the often exorbitant price tag.

Case Dismissed: Due Diligence in Failure to Report Income

By: Greer Jacks Posted in: Strategic Thinking, Current Issue
Tax and financial advisors take note: Within its reasons for judgment in a recent case, the Tax Court of Canada (TCC) has made some interesting comments about the due diligence defence as it pertains to subsection 163(1) of the Income Tax Act, and about how this defence can be successfully used in the context of a penalty under subsection 163(1).

Market Volatility Requires a Risk Management Strategy

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
We experienced another enormous market swoon this week; as reported by various media, the Dow Jones Industrial Average (DJIA) dropped almost 1100 points on Monday, charting the largest ever drop in the markets and closing 600 points down in its worst trading day since 2011.

Mark Your Calendar:  Advanced Family Business & Year-End Planning Workshop

Posted in: Strategic Thinking, Current Issue
Advisors who work with corporate clients, real estate holders and high net worth individuals will want to sharpen their knowledge in advanced tax, retirement, succession and estate planning strategies by hearing Canada’s leading experts on the subjects starting the last week of October.