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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:

July Poll

Do you agree with the extension of the CERB payment? Tell us why or why not.
Yes: 41 votes
46.59%
No: 47 votes
53.41%
 

Cast Your Vote

Now Available: Master Your Retirement, 10th Anniversary Edition

Best-selling author Doug Nelson, CFP, CLU, MFA™, RWM™, CIM, is a 27-year veteran of the financial services industry in Canada with a singular vision for his readers:  Don’t just “do” retirement…instead “Master Your Retirement”!  And he has some upbeat advice for those still worried about the one big question all retirees have. 

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Big Issues, Big Achievements, Big Fun at DAC Acuity 2020

The 2020s are starting out in tumultuous fashion. The economic impact of ongoing concerns like climate change, global pandemics, global political risks and local strike actions of various kinds all have impact on financial decision-making. Issues that are much different than decades past require bold thought and bright insights.  For these reasons, Canada’s premiere advisors won’t want to miss DAC Acuity 2020, October 28-30 in Niagara Falls. Early registration discounts end February 15.

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Tax Specialists Know T1, T2, T3 Filing: Flexible Study Times Now Available

We know you are about to get really busy, but that’s no reason to stop honing your skills as a multi-dimensional tax specialist. This week, take advantage of a sweet Valentine’s offer to pursue your Certified Tax Practitioner Diploma . . .plus you can start whenever you want. That’s right, your study plan is completely customizable!

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Big News at CRA: Form T1013 Discontinued

CRA is changing how professionals are being authorized to represent their clients this year. Form T1013 Authorizing or Cancelling a Representative is being replaced effective February 10, 2020 in favor of new digital processes. Plus, there are some new forms on the horizon for offline authorizations and some good news that will especially help when families lose a loved one. 

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Average Refund $1740: Too Much CRA in Your Pocket?

At a time when 48% of Canadians say they are $200 away from insolvency*, an important tax question arises: why are tax refunds so large? The average as of December 31, 2019 was $1740. That’s $145 a month missing from Canadians’ pockets that could help mitigate the cash crunch. Worse, those refunds won’t start flowing until after February 24, the day CRA starts accepting E-filed returns. Fortunately, there is good news: working with a tax specialist can help reduce the wait times and increase refunds, too.

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