By Invitation Only:

Receive Knowledge Bureau Report
in your inbox
Sample an online Certificate Course.
Earn 2 CE credits
    Course Trial
First Name Last Name
Email Industry Type
Phone Number Company

Knowledge Bureau Report

We Report, We Teach, We Tweet.

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.

Finance Canada Releases Ways and Means Motions

Posted in: Breaking News, Tax Planning, Current Issue
The Notice of Ways and Means Motion and Explanatory Notes for the tax provisions of the April 21, 2015 Federal Budget were tabled on May 4, and contain the detail required to set up family tax and wealth planning strategies for the 2015, 2016 and future tax years as envisioned in this document.   

Underground Economy Bigger Issue Than TFSA Tax Losses

By: Evelyn Jacks Posted in: Breaking News, Succession & Estate Planning, Tax Planning, Current Issue
It appears that tax cheaters are having a bigger effect on economic activity than tax free savers, when the cost of raising TFSA limits are contrasted with the cost of lost tax revenues due to the Underground Economy (UE).

CRA Wins as FCA Backs Down on Crown Costs Issue

By : Greer Jacks Posted in: Breaking News, Tax Planning, Current Issue
Courts generally have the power to award costs against unsuccessful parties. These cost awards can be more severe depending on the conduct of the parties, and they are, therefore, a great way to dissuade frivolous litigation.

New Twist on Owner-Manager Compensation Planning

By: Alan Rowell Posted in: Your Professional Development, Tax Planning, Current Issue
Financial Planners and Tax Specialists, together with Owner-Managers of Canadian Controlled Private Corporations (CCPCs) will need to review the compensation and retirement planning arrangements currently in place to ensure they are not eroded by recent federal tax changes. 

TFSA and RRSP: Collaborative Investing is Key

By: Evelyn Jacks Posted in: Strategic Thinking, Tax Planning, Current Issue
In deciding which of the two tax preferred investment vehicles should be used for various lifecycle purposes – the TFSA or the RRSP - advisors and their clients should carefully consider all the advantages of investing in and withdrawing from each vehicle.

Tax Efficient Transition Planning with RRIF Withdrawals

Posted in: Strategic Thinking, Tax Planning, Current Issue
What should you do with your RRIF withdrawals once you’ve generated the tax with the funds?