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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.

Retirement Income Planning for Tax and Financial Advisors

By : Knowledge Bureau Posted in: Breaking News, Current Issue
Your client, a financial advisor himself, is retiring from his practice and therefore selling non-financial assets, financial assets, real estate assets and a business. Where will the tax be paid and how much will be paid in the hands of the individuals, corporations or trusts involved?

Missed a Medical Expense Claim? May Is Tax Adjustment Month

By : Knowledge Bureau Posted in: Breaking News, Current Issue
It’s amazing how many people rush through their tax filing obligations only to find they have missed important claims on their tax returns. One of the most common is medical expenses. Here is our top ten list of common medical treatments you may have missed.

Successful Investing: Buffett’s Simple Approach

By : Michael Graham Posted in: Breaking News, Current Issue
“Investing is simple, but it isn’t easy.” I’ve heard Warren Buffett, the world’s undisputed champion of value investing, say words to this effect so often—most recently at a Berkshire Hathaway annual meeting that brought 40,000 of us (me for the 21st time) to Omaha, Nebraska (of all places), on the last Saturday in April of 2016.

Disability Probability: 14% of Canadians Must Plan for It

By : Knowledge Bureau Posted in: Breaking News, Current Issue
A reality for retirement income planning specialists is that the difficult subject of “disability probability” must come up. But, the best time to discuss it with clients is when they are still healthy. According to Statistics Canada1  close to 4 million adults had a disability which limited daily living activities in 2012, or about 14% of Canada’s population.

Caring for the Disabled: It’s Tough and You Can Help

By: Evelyn Jacks Posted in: Breaking News, Current Issue
As our population ages, disability-related caregiving for family members will increase, but, as a society, how well are we able to cope? From meal preparation and household chores to time off for appointments with doctors or to deal with financial matters, the commitment in caring for the sick, the disabled and dying is enormous and it is exhausting.

Students in the News: David Foth

By : Knowledge Bureau Posted in: Breaking News, Current Issue
We love sharing feedback from our recent graduates. This week we feature the success of Mr. David Foth from Saskatoon, who recently graduated from the new T1 Professional Tax Preparation - Basic course.