Knowledge Bureau Report


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.

Break It Off: Your Relationship with the Tax Collector

By : Evelyn Jacks Posted in: Strategic Thinking, Current Issue
It can be very expensive to owe money to the CRA and it’s the one debt that must be given priority over others. That’s because CRA has significant powers to enforce payment of taxes, levy penalties and interest, which includes garnishment of wages and seizure of assets. This can obviously impact other financial obligations, so here is what you need to know to break up with the tax collector.

Business Owners Lack CRA Support on New CCA Rules

By : Beth Graddon Posted in: Strategic Thinking, Current Issue
The CRA receives a “D” mark!  According to a new report by CFIB, the quality of the information and phone support the CRA is extending to Canadian business owners has worsened, despite the agency’s goals to increase service standards. One of the biggest issues: failure to understand the new Capital Cost Allowance rules which have been in place since late 2018.

Changes to Employee Stock Options Won’t Happen Yet

By : Beth Graddon Posted in: Strategic Thinking, Current Issue
Tax changes to employee stock options were supposed to come into effect on January 1, 2020, and thanks to feedback collected from Canadian businesses in a consultation that ended in September, the implementation of these measures has now been delayed. Tax and compensation planning should take place before these new rules come into effect.

The Clock is Ticking: Last Chance to Register for the Advanced Tax Update

Posted in: Strategic Thinking, Current Issue
If you are a tax, bookkeeping or financial advisor looking to sharpen your technical tax knowledge to accurately prepare personal tax returns or provide sound financial planning advice this tax season, don’t miss Canada’s most comprehensive T1 Advanced Tax Update. Besides the comprehensive 330-page course, CE Summit attendees receive a three-month subscription to EverGreen Explanatory Notes, and a full day of peer-to-peer training with expert instructors.  It’s an outstanding value dedicated to enhancing your value proposition.

Celebrating Newly Graduated DFA-Tax and Bookkeeping Services Specialists™

Posted in: Strategic Thinking, Current Issue
Join us in celebrating our 2019 graduates who completed their DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designation programs. Knowledge Bureau is so proud of your achievements and we look forward to sharing knowledge with you in 2020.

Coming Soon: Master Your Retirement, 10th Anniversary Edition

Posted in: Strategic Thinking, Current Issue
It is estimated that about 425,000 Canadians will retire each year by 2020.*  But for many, it will be a retirement that includes debt, according to recent reports on the proliferation of reverse mortgages**.  Are Canadians planning soon enough for the one big question most worry about: will there be enough? A new edition of the best-seller Master Your Retirement by Douglas V. Nelson will help.