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Financial Issues & Answers for Everyone

A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.

This Week’s Edition of KBR:

This Month’s Poll

In your view, should Canadians be able to write off more of their out-of-pocket medical expense costs? What amount would be appropriate?

Yes: 60 votes

95.24%

No: 3 votes

4.76%

Cast Your Vote

Advanced Income Tax Rulings

The federal government has taken steps recently to attract more investment in Canada. That’s sure to create some new tax questions that require Advanced Income Tax Rulings (AITR). A new measure to facilitate a faster response was announced on September 14 and is intended to attract business investment of large amounts. Specifically, for investments of $1 billion or more, the CRA will prioritize advance income tax rulings. The measure took effect the day it was announced. Here’s what you need to know:

Canada Child Benefit Growth Matters

The Canada Child Benefit (CCB) keeps many Canadian families afloat in these inflationary times. But so few families leverage the opportunity to increase this important cash flow supplement with proper year round tax planning. Here’s what you need to know, especially if you are a financial advisor discussing FHSA and RRSP contributions to enhance the deductions that can increase the amount of CCB available.

Year-End Charitable Giving: Important Tax Planning Opportunities for Individuals, Estates and Trusts

Charitable donations can provide valuable tax planning opportunities, but the rules differ depending on whether gifts are made by individuals, spouses, estates or trusts. How are donation tax credits calculated, what limits apply, and how are gifts treated in the year of death?

The Real Advisor R/Evolution: How Will Advisors Demonstrate Their Value in the Age of AI?

With new fee transparency requirements approaching and artificial intelligence transforming financial services, how will advisors demonstrate the value of their advice?

New Consultations: Modernizing Tax Rules for Charities

As the last remnants of a scrumptious Thanksgiving weekend subside, it is appropriate to take a look at the health and issues surrounding the charitable sector in Canada. Serendipitously, the federal government is seeking your views on how the tax rules for registered charities and the Canada Revenue Agency’s (CRA) administration of these rules could be modernized. A new consultation was launched on October 8 and here’s what the government wants to know, by December 3, 2026:

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Knowledge Bureau News Network

Financial Issues & Answers for Everyone

This Week’s Edition of KBR:

This Month’s Poll

In your view, should Canadians be able to write off more of their out-of-pocket medical expense costs? What amount would be appropriate?

Advanced Income Tax Rulings

Canada Child Benefit Growth Matters

Year-End Charitable Giving: Important Tax Planning Opportunities for Individuals, Estates and Trusts

The Real Advisor R/Evolution: How Will Advisors Demonstrate Their Value in the Age of AI?

New Consultations: Modernizing Tax Rules for Charities

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