Knowledge Bureau Report


Knowledge Bureau Report

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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.

Farmers and Fishers: Tax Instalments are Due Soon

Posted in: Strategic Thinking
Farmers and fishers who are required to make tax instalment payments need to do so once per year on December 31. Now is the time to calculate 2019 income and potential instalment remittances, but in the alternative, to consider whether any farming losses are claimable. Will they pass the scrutiny of a tax auditor? With the instalment deadline as a trigger, here are some common questions and answers on how farming loss claims are handled.

Boost Your Tax Knowledge and Earn CE Credits with the Tax in Practice Program

Posted in: Strategic Thinking
As part of our commitment to your ongoing professional development, Knowledge Bureau has collaborated with Sun Life Financial to bring you Tax in Practice, a free online program about common tax planning issues faced by investors and business owners. The program consists of 10 CE-accredited modules covering a wide range of topics like tax strategies in the sale of a business and use of trusts in tax and estate planning, and that's just naming a few!

Segregated Funds vs Mutual Funds: It Makes A Difference at Year-End

By: Walter Harder By : Walter Harder Posted in: Strategic Thinking
At year-end, planning to make investments in non-registered accounts should be peppered with tax-efficiency, especially when it comes to buying mutual funds. Here’s a primer on what you need to know if you are interested in maximizing tax, retirement and estate planning goals.

Financial Literacy Month: Advisors Can Help Fill Knowledge Gaps

By : Beth Graddon Posted in: Strategic Thinking
November is Financial Literacy Month, and it’s an important opportunity for advisors to help improve their clients’ financial knowledge and address some of the unique financial planning needs of specific demographics, including women. Specifically, what guidance and education do trends show Canadians need when it comes to financial literacy?

Year-End Tax Tips for Employees

By : Evelyn Jacks Posted in: Strategic Thinking
Year-end tax planning is about minimizing taxes for 2019 and setting clients up to save more tax-efficiently in 2020 and beyond. There are several big things to talk about if your client is an employee looking to save some tax dollars, and are potentially a new homeowner as well.