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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

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

Yes: 12 votes

19.05%

No: 51 votes

80.95%

Cast Your Vote

Mark Your Calendar: Critical Deadlines for May and June

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

Tax Trap: Zero Emission Vehicle Breaks Reduced

If you have clients who have purchased or are considering purchasing a zero-emission vehicle (ZEV) there are tax changes they’ll need to know about. They may not get all of the benefits they had assumed they would. Both tax and financial advisors assisting with how to fund the purchase will be interested in new federal tax implications of a bill currently before Parliament (Bill C-30).

After Tax Season: Plan to Help Clients Age with Dignity in Retirement

Did you know that in 2026, about one-fifth (19.5%) of Canadians is age 65 or older? That’s up from 12.6% in 2000, and represents more than 8 million seniors. Retirement planning is important for everyone, but especially for women who tend to live longer and earn less over their lifetime than men. Aging with dignity is a big factor, and for these reasons a close look at lifespans and a new tax provision is critical.

Worry Alert: Solve the Need for Wealth Transition Plans

Do you have clients who are starting to think and perhaps worry about how they can transfer wealth to the next generation tax-efficiently? If this is increasingly a concern, you won’t want to miss Larry Frostiak’s highly engaging session at the Acuity Conference for Distinguished Advisors (DAC), November 22-24 in Victoria, B.C.

No More Sworn Testimony, But Audits Are Still Stress Inducing

“That” Phrase: it’s one no taxpayer wants to hear – digitally or otherwise. “You’re being audited.” If you’ve had to deliver that news you’ll know that the reaction can range from indignity to shock to panic. Based on the latest piece of legislation before Parliament, you might have to tell more of your clients to buckle up, it’s going to be a bumpy ride. CRA will now have greater powers. Consider this:

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Knowledge Bureau News Network

Financial Issues & Answers for Everyone

This Week’s Edition of KBR:

This Month’s Poll

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

Mark Your Calendar: Critical Deadlines for May and June

Tax Trap: Zero Emission Vehicle Breaks Reduced

After Tax Season: Plan to Help Clients Age with Dignity in Retirement

Worry Alert: Solve the Need for Wealth Transition Plans

No More Sworn Testimony, But Audits Are Still Stress Inducing

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