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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: 77 votes

96.25%

No: 3 votes

3.75%

Cast Your Vote

Registered Charities Consultations: Have Your Say and Sharpen Your Tax Knowledge

Advanced donation strategies for professionals will be covered next week at the November 5 CE Savvy Summit and it’s not too late to register to attend. Later that evening we’ll also provide in depth coverage of the November 5 federal budget. However, don’t forget about another important consultation date for you to participate in, especially if you hold the DMA-Specialist™, RWM™ or MFA-P™ Designation. That’s December 3; make your voices heard on the modernization of the charitable donation sector and its tax administration. Here’s what to know:

New CRA Authentication Steps

A new layer of authentication is going to be added to tax filing this year. The Canada Revenue Agency has introduced an additional step which, it says, is designed to enhance the security of online tax filing. This applies to both you and your clients; individuals, authorized representatives and tax preparers.

U.S. Cross-Border Tax Planning: What Should Canadians Be Watching?

As Canadians continue to travel, work, invest and own property across the Canada–U.S. border, understanding the tax consequences remains an important part of year-end planning. From residency and foreign asset reporting to U.S. real estate and retirement income, what should tax and financial advisors be reviewing with their clients before December 31? Enrol by October 30 to learn more at the November 5 CE Savvy Summit.

Last Chance to Enrol in DAC 2026: October 30

It’s not too late to experience thought leadership from 23 outstanding experts at the 2026 Acuity Conference for Distinguished Advisors and learn with top tier tax, accounting and financial services professionals from across Canada in three days of advanced education, professional recognition and networking. Join us November 21–24 at the Delta Victoria Ocean Pointe Resort Here’s why:

How Can Distinguished Wealth Professionals Turn Everyday Challenges into Opportunities for Growth?

How can professionals move beyond transactional relationships to deliver greater value to their clients, strengthen communication and create new opportunities for business growth? These questions will be explored at a special leadership presentation featuring entrepreneur and executive educator Minto Roy, taking place November 21 in Victoria, ahead of the 2026 Acuity Conference for Distinguished Advisors.

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The RWM™, MFA™, MFA-P™, DMA™, DFA-Tax Services Specialist™, DFA-Bookkeeping Services Specialist™, the Society of Real Wealth Managers™ & all its certificate/diploma programs are intellectual properties/certification/trademarks owned by Knowledge Bureau™

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?

Registered Charities Consultations: Have Your Say and Sharpen Your Tax Knowledge

New CRA Authentication Steps

U.S. Cross-Border Tax Planning: What Should Canadians Be Watching?

Last Chance to Enrol in DAC 2026: October 30

How Can Distinguished Wealth Professionals Turn Everyday Challenges into Opportunities for Growth?

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