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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.
July 2025 Poll
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
Executives: Mid-Summer Tax Planning Will Maximize Stock Option Benefits
For executives who are compensated in part with stock options, mid-summer tax planning will be especially important this year. The Notice of Ways and Means Motion, introducing draft legislation to implement a $200,000 limitation to the stock options deduction will take effect in 2020 for employees of large, mature, public companies. If your client is an executive in one, it’s important to schedule a tax planning discussion.
2019 Distinguished Advisor Conference: Meet the Speakers
We’ve rarely been as excited as we are this year for the Distinguished Advisor Conference, and this is largely due to the incredible agenda, speakers, sponsors and networking activities we’re proud to share with you. Plus, you’ll save $100 on tuition fees if you register this month.
Grad in the News – Kristin Ramlal, RWM™
Knowledge Bureau designate Kristin Ramlal is a graduate of the RWM™ program, Distinguished Advisor Conference speaker, and a founding member of the new Society of Real Wealth Managers™. Her commitment to education is inspiring! Here is her story:
Summer School: New EZ-Pay Options Make Online Studies a Breeze
Summertime is a great time to invest in your professional development, and Knowledge Bureau’s new Ez-Pay installment options make it easier than ever to get started.
The Tax Gap: It’s Complex
The fifth report on the tax gap – the difference between taxes payable if all taxpayer obligations were fully met and what was actually paid and collected – was released this week by CRA for the 2014 year. Focused on corporate tax filers, large and small, a shortfall has been estimated at between $9.4 billion and $11.4 billion, but a closer look at the report finds most individual and corporate taxpayers try their best to comply with Canada’s complicated tax system.
