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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.

Financial Literacy Report Cards: Teaching Top 6 Skills

By: Evelyn Jacks Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning, Current Issue
It’s report card time for kids, but it’s also a good time for parents and teachers to reflect on the level of financial literacy among students, and bringing more effective financial education to next year’s curriculum, which begins just a couple of months from now.

DAW Special Report

By : Karen Milner Posted in: Breaking News, Succession & Estate Planning, Tax Planning, Current Issue
Hundreds of leaders in the tax and financial services took part in a significant educational event last week:  transition planning featuring the new federal budget provisions including the Graduate Trust Estate rules. 

DAW SPECIAL REPORT Economic Update: Opportunities for Wealth Planning with Your Clients

By : Karen Milner Posted in: Breaking News, Succession & Estate Planning, Tax Planning, Current Issue
Evelyn Jacks, President of Knowledge Bureau, kicked off Toronto’s Distinguished Advisor Workshop with an information-packed economic update.

DAW SPECIAL REPORT - Inside the CRA: Adding Value by Managing the Relationship with CRA

By : Karen Milner Posted in: Breaking News, Tax Planning, Current Issue
James Bell, Director of Tax Solutions Canada (a member of the Farber Financial Group), is the perfect person to reveal tips, traps, and pitfalls of working with the Canada Revenue Agency.

Tips for Executors: 10-Year Instalment Payment Option Elusive

Posted in: Strategic Thinking, Tax Planning, Current Issue
Executors who face the problem of how to pay the taxes on the estate where the capital is tied up in capital assets have a way to solve the problem – if they can find it.