Knowledge Bureau Network

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.

Join us, there is no cost.  Subscribe here now.

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.

Planning Required as Taxes Go Up In Ontario

Posted: July 17, 2014
Posted in: Breaking News, Tax Planning, Current Issue, Ontario budget
True to their word, on July 14, 2014 the Ontario Government introduced the exact same budget it did 74 days ago – a budget that forced the government to the polls.

Transitioning Retirees Going Back to Work

Posted: July 17, 2014
Posted in: Breaking News, Investment & Retirement, Tax Planning, Current Issue, working seniors
According to a study published by Statistics Canada this year, approximately two-thirds of employed Canadians entered their fifties in long-term jobs.

CIBC Class Action

Posted: July 17, 2014
Posted in: Breaking News, Tax Planning, Current Issue, tax court, cibc class actionn
A class action has been granted in British Columbia against CIBC Mortgage Inc. and their penalty clause provisions of their residential mortgages.

Evelyn Jacks: Ontario Budget: Tax Planning is Critical for High Earners

Posted: July 17, 2014
Posted in: Breaking News, Tax Planning, Current Issue, Financial Planning, Ontario budget
Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures.

Estate Planning: Wills Variation – Is It Right to Change a Will?

Posted: July 17, 2014
Posted in: Your Continuing Education, Distinguished Mastery, Succession & Estate Planning, Current Issue, Estate Planning, wills variation
You live your entire life working and accumulating wealth, and are able to do whatever you like with it during your lifetime – spend, invest it, grow it, preserve it or give it away.

FIRPTA and Capital Gains on the Sale of U.S. Real Estate

Posted: July 17, 2014
Posted in: Your Continuing Education, Did You Know, Tax Planning, Current Issue, cross border taxation, us real estate
More and more Canadians are purchasing U.S. real estate for personal and/or rental use so this is a very important topic to understand before the purchase is made.