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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.

TFSA – (Perhaps Not) A Ticking Time Bomb? - Part 1

By: Evelyn Jacks Posted in: Breaking News, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue
Controversy has erupted in the news this week over the potential lost government revenues 50 years from now, due to the prospect of doubling of Tax Free Savings Account (TFSA) limits in the future. 

Scorned Wife Wins Over Girlfriend

By : Greer Jacks Posted in: Breaking News, Tax Planning, Current Issue
Never under-estimate the blinding power of new love or the obligations to a scorned ex-wife. . .even after death. 

Overpayment and recovering of EI premiums and CPP contributions

By : Jenifer Prrofit Posted in: Breaking News, Current Issue
What does an employer do if over deductions are discovered?

Thanks to January DAW Vancouver and Toronto sponsor Farber

By : Submitted by Farber Posted in: Your Professional Development, Tax Planning, Current Issue
When working with your clients, remember that you are their trusted advisors and know more about their financial affairs than their family and friends.

Where Is My Refund and Who Does CRA Share it With?

Posted in: Your Professional Development, Tax Planning, Current Issue
Taxpayers and their advisors may consider this question more frequently as CRA pushes for more electronic communications, such as the provision of email addresses on this year’s tax return.  

It’s the male seahorses that have the babies….

Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning, Current Issue
Find out about this and more at the 2015 Distinguished Advisor Conference (DAC).