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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.
November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?
Final Payments Finally: Canada Carbon Rebate for Small Business
A portion of fuel charge proceeds from the price on pollution was promised to eligible small and medium-sized businesses via the Canada Carbon Rebate for Small Businesses (CCRSB). Now, the final payments for the 2024-2025 year will be coming before the end of 2025, in designated provinces. That announcement was made on November 14. Here’s what to expect:
Estate Planning: Why the Advising Family Business Course Matters
Family businesses are at the heart of Canada’s economy, yet most won’t survive beyond the first or second generation: 70% of wealthy clients will lose their wealth in the first generation that inherits. Worse by the third generation, 90% of it will be gone. When they fail, the impact extends far beyond the owners—employees, communities, and local economies all feel the loss. That’s why now is an ideal time to build your expertise in this area. The good news: you can learn more and earn CE Credentials with our limited-time 50% off Black Friday offer on the Advising Family Business course.
Contributing to an RDSP Releases Lucrative Grants
What’s new in year end tax planning? Getting back to basics when it comes to providing for disabled family members, specifically the use of a lucrative program, the Registered Disability Savings Plan, which has had poor pick-up since its inception in 2008. And that’s too bad, because the accompanying grants and bonds available from the federal government could make a huge difference, especially in estate planning with parents worried about leaving a vulnerable adjust. Here is what you need to know:
Title Sponsor Spotlight: Tax Pro Block & Mandeep Singh Duggal
The Acuity Conference for Distinguished Advisors is just days away, and we are once again thrilled to recognize Mandeep Singh Duggal – CEO of Pro Tax Block, and dedicated community builder - as our Title Sponsor. His story is not only remarkable, but emblematic of the resilience, grit, and entrepreneurial spirit that define so many of Canada’s most impactful entrepreneurs.
Claiming Medical Expenses: Free Healthcare?
Free Health Care? Did you know that Canadians spend on average more than $1,000 on medical expenses each year? It’s estimated that government programs, via our taxes, cover about 72% of medical expenses, which means that we pay for the rest. Your clients may be over-paying on their taxes because they don’t know about medical expense deductions.
