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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.
June 2025 Poll
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?
November Virtual CE Summit: Enrol by Oct. 31
This is your last week to take advantage of early-bird tuition rates to attend the November 18 Virtual CE Summit, and we’ve introduced a second flex study option for those unable to attend the live event. But special tuition rates still apply until the deadline, with whichever study option you choose..so be sure to act by October 31 and save $100.
Claiming Home Office Expenses in 2020
In 2020, a large number of taxpayers are working from home due to workplace restrictions imposed by governments due to the COVID-19 pandemic. The current requirements for claiming home office expenses are very strict, and the reporting is rather cumbersome. But CRA is working on a solution.
Canadians Challenged by Response Benefit Applications
The Canada Emergency Response Benefit (CERB) has already been repaid by hundreds of thousands of recipients for various reasons: program ineligibility, application errors, CRA processing errors and more. Some of the same issues now plague the new Canada Recovery Benefit (CRB), and it may be in part due to a computer glitch.
Covid and the Disabled: Bring Tax Help
The pandemic has disproportionately affected older disabled people, with those aged 60 and older accounting for one-third of COVID-19 cases nationally, according to Statistics Canada. Tax and financial advisors can do much to help with the financial costs that flow from this, by ensuring that those who may qualify for the Disability Tax Credit for the first time, act now to get a T2201 form signed by a medical professional.
New Knowledge Bureau Designate, Candice Jay, CIM, FCSI, MFA-P™
New Knowledge Bureau Designate, Candice Jay, CIM, FCSI, MFA-P™ has some exuberant advice for financial professionals who are looking for new ways to re-engage their enthusiasm during the pandemic marathon: always be curious and dive into life-long learning! Her engaging interview about her new credential as an MFA-P™ (Philanthropy) follows:
