By Invitation Only:

Knowledge Bureau Report: Keep up to date during your learning experience.
You will receive an invitation in your email.

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.

Divided Opinion Poll: 50.86% Say OAS Postponement Should Not Proceed

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
It was almost a tie! More than 400 of you voted and proved that the OAS postponement issue elicits deeply divided opinions on how planning for this benefit should proceed.

More Seniors Than Babies: Eight Drivers Towards a New Tax Strategy

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
It’s an important cross-over: for the first time, Canada’s 65-year-olds have outnumbered children ages 0 to 14.

FATCA is Here for Good

By : Mary Beth Lougen Posted in: Strategic Thinking, Current Issue
The first transfer of Canadian banking information to the Internal Revenue Service was completed September 30, as reported last week.  That was the result of a September 16 appeal in which The Honourable Mr. Justice Martineau of the Canadian Federal Court in Vancouver ruled that the U.S. Foreign Account Tax Compliance Act (FATCA) legislation is both legal under Canadian law and not inconsistent with the U.S./Canada Tax Treaty.

Family Dynamics Aside, Income Was Reportable

By : Greer Jacks Posted in: Strategic Thinking, Current Issue
An argument that is mathematically possible will not avail a taxpayer who is found by the Court not to be credible.  That was the unfortunate result for a taxpayer who took on CRA in a case of unreported income.

Six Reasons Why: TFSA a Powerful Wealth Builder for Millennials

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
Last week we discussed reasons why an increased TFSA contribution limit is very helpful in building wealth for seniors. But the TFSA is an even more powerful tool for millennials, who should maximize their contribution room to build a tax-free retirement surplus that is potentially increased by the longer compounding time afforded to the young.

Four Major Trends Affect The Financial Office Of The Future

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
We’re in the midst of one of the biggest platform shifts in a generation and our data shows that there is a new 24 hour expectation of service that comes with it, says Rachelle Amyotte, Intuit Canada’s Accountant Business Development Leader, who will be a keynote speaker at the Distinguished Advisor Workshops.