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.

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Clawback Planning for 2017

By: Walter Harder Posted in: Breaking News, Current Issue
Taxpayers who are subject to clawbacks of EI, OAS or personal amounts, have marginal tax rates that are significantly higher than other taxpayers at the same income levels.  When planning income levels in retirement, these inflated marginal tax rates need to be avoided whenever possible.

Net Worth per Adult Up 67% since 2000: Global Wealth Report

By : Knowledge Bureau Staff Posted in: Breaking News, Current Issue
Global wealth has increased by 1.4%, but net worth per adult has remained relatively unchanged in 2016, according to a new Global Wealth Report, by the Credit Suisse Research Institute. The net worth per adult has risen 67% since 2000; however, this growth rate flattened out in the period 2008 to 2016.

Year-End Planning: Reviewing Taxpayer Rights on Appeal

By: Evelyn Jacks Posted in: Breaking News, Current Issue
The Auditor General for Canada has recently issued a report on CRA’s appeal process, focusing on whether CRA has been efficient in managing income tax objections.

Advanced Tax Knowledge Needed for Year End Planning Opportunities

By : Knowledge Bureau Staff Posted in: Breaking News, Current Issue
Highly qualified tax advisors are in high demand, not only by their clients but by financial advisors who seek their services and advice.  But, especially if your clients are Boomers, it’s important to move past basic tax preparation knowledge to confidently address the complicated year-end tax planning issues they may face on their investments and properties.

Personal Tax Bootcamp Coming Soon

By : Knowledge Bureau Staff Posted in: Breaking News, Current Issue
Knowledge Bureau’s highly engaging Annual Personal Tax Bootcamp is coming soon, January 17-25, 2017, in six cities across Canada. Registrants are urged to reserve their spots early as seating is limited, and to take advantage of early-bird tuition reductions until January 10.