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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?
Leave Your Legacy: A Gift to Family
Father’s Day is coming up soon, and it’s a time to make and share memories. Wouldn’t it be a wonderful gesture to start a new tradition: to leave not only a financial legacy to the ones you love, but also the gift of family history at a time like this? Financial advisors can encourage families to do so, as part of their retirement and legacy planning.
The Middle Class Is Shrinking: Your Expert Advice Is Needed
One major goal of the 2018 federal budget was to strengthen the middle class which keeps shrinking in Canada. There is meaningful opportunity for tax and financial advisors to do the work necessary to help their middle clients and improve Canada’s economic future in the process.
Sneak Peek! Add Tax Consultancy to Your Services
As the owner-manager of a thriving tax preparation, bookkeeping, accounting or financial services practice, your future success is dependent upon the knowledge and skills of your team, especially with technological advances. It's time to go beyond the basics and learn more about providing tax consultancy services. The newly updated Intermediate Personal Tax Preparation can help!
Succession Planning: It Hinges on Leadership Development
As Canadian baby boomers retire, it’s been estimated that $10 Trillion in small-business assets will change hands in Canada over the course of a decade*. We’re entering the peak point of this transition, according to economic forecasting, between now and 2025. Canadian business owners, in particular, have a lot to lose, if their succession planning is left on the back burner: their retirement security.
Avoid Tax Traps: Estimate Your 2018 Taxes Due
The June 15 tax filing deadline for proprietorships is just around the corner. But, there’s another problem soon to befall delinquent taxpayers: the tax collector is coming if you haven’t paid up, and you can expect a “no excuses” approach.
