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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:

June 2024 Poll

With the June 17 proprietorship filing deadline approaching, do you believe advice about incorporation will change in light of the June 25 capital gains inclusion rates changes?
Yes: 26 votes
No: 37 votes

Cast Your Vote

Tuition Fee Payment Options

Registering to take certificate courses under our Specialized Credentials Programs or Continuing Education including CE Savvy Summit passes and the Acuity Conference for Distinguished Advisors (DAC)?  Take advantage of tuition fee savings this month and find out more about our tuition fee payment options below:

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June 25 Approaching – Get Up to Speed on Capital Gains Changes

June 25 is fast approaching, and advisors have an important role to play in ensuring that this trigger date for the higher inclusion rates will not unduly upset retirement and estate plans.  How can you help clients? This article focuses on 5 things to focus on when planning with your clients, and you can take a deeper dive with the CE Savvy™ Summits Advanced Retirement & Estate Planning Course. Register with a special enrolment offer until June 30 (save $100).

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Real Wealth Management™: A Collaborative Approach to Financial Peace of Mind

Check out the recording of the live Meeting of the Minds session featuring practicing members of the Society of Real Wealth Managers™ and learn more about how their collaborative family office approach helps clients make sound financial decisions. Our panel featured two team members from Fraser and Partners who shared how their focus on education and leveraging the multi-faceted skills of internal and external stakeholders adds value to the work they do with their clients. Learn more by registering now for the Meeting of the Minds and enrol in the Designation Program at a special tuition rate, only until June 30.

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Tax Milestones: Prescribed Interest Rates Drop, Deadlines in June

Rounding out the tax filing season 2024, in which  29,894,168 tax returns have been filed up to May 27 (59% by EFILE), the average refund is $2,178 and the average balance due is $7,164.  Compared to 2023, just over 400,000 taxpayers have yet to file. Good news for those who owe:  the prescribed interest rates will fall for the first time since the fourth quarter of 2023.  With the upcoming proprietorship filing deadline of June 17, and the capital gains inclusion rate changes on or after June 25, the clock is ticking on June’s numerous tax filing milestones. Here’s what to discuss:

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July 15 - Deadline to File T2s to Receive Carbon Tax Rebate

Approximately 600,000 incorporated small to medium sized businesses with 499 or fewer employees will be receiving $2.5 billion in Carbon Tax Rebates for the years 2019 to 2024 soon, BUT they must have filed their 2023 T2 tax returns by July 15. There are other important criteria:

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