News Room

Seniors Targeted? The Tax Audits Begin

The Canada Revenue Agency (CRA) routinely reviews or audits tax filings, including personal, trust, corporate, and HST returns. The most common types of reviews that focus on personal tax returns include, but are not limited to, Pre-Assessment Reviews, Processing Reviews, and the Matching Program. This year there is a new focus: the Multigenerational Home Renovation Tax Credit introduced to help families better care for their elders. But claiming it, like other tax benefits, comes with a tax snare. Read on to learn more.

Evelyn Jacks: At Year End, Increase Investment Returns with Tax Planning

Tax planning is about what you keep to live your happy life with. It’s too bad so many people miss out by failing to think about year end tax planning in the family.

Knowledge Bureau Partners with Financial Post

(Winnipeg, MB) – On October 8, the new Financial Education Channel on the Financial Post, hosted by Knowledge Bureau, officially launched.

Think With Us About Business Succession Planning – Speakers & Venues Announced!

Learn how to expertly advise business owners about year-end tax planning and the best way to manage after-tax family income and the investment in the family business to meet future goals at the Year-End and Business Succession Planning Bootcamp this November.

DAC Counts for Cycle 5 or Cycle 6 CECAP Credits

Attendees at the Distinguished Advisor Conference will receive a Cycle 5 number on their certificates to to be used until December 31, 2014. 

Mark Your Calendar: October/November CE Events

Fall is the perfect time to focus on professional development. Take advantage of a number of upcoming live events and earn valuable CE credits with Knowledge Bureau.

$10,000 TFSA Room Possible

Family income splitting and increased TFSA contribution room to $10,000 are on the horizon for Canadian families, said the Prime Minister last week, as Canada heads towards a small budgetary shortfall in the 2014-2015 fiscal year, as reported on October 6.
 
 
 
Knowledge Bureau Poll Question

Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?

  • Yes
    18 votes
    66.67%
  • No
    9 votes
    33.33%