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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?
Poll Results: Delays in Refund Processing has a Negative Impact
CRA started processing refunds later than in the past this year, on February 26. We asked Knowledge Bureau Report readers what they thought of that, given that refunds would now be delayed into March. The good news is that the CRA does seem to be abiding by the ten-business-day turnaround promised.
Business Growth & Development: The Important Role of Accountants
Are you a small-business owner thinking about hiring a highly qualified bookkeeper? Or perhaps you are thinking about expanding your own skills and credentials to handle your own financial matters better in house? Getting your business affairs and tax information in order is very important as CRA is clamping down with increased audit activities these days.
Dr. Michael Graham: Wisdoms from the Street
Guest columnist Dr. Michael Graham, two-time guest lecturer at Knowledge Bureau’s Distinguished Advisor Conference, muses about the economic and political volatility of the day and what Canadian investors can expect as March gathers steam, post-federal budget. Early registration for this year’s outstanding 15th Anniversary DAC is March 15 – RSVP now.
It’s Your Lucky Day: A Special St. Patrick’s Day Offer Just for You
You don’t have to be Irish to experience some luck this St. Patrick’s Day. Take advantage of our “Luck of the Irish” Special, available now until March 31st 2018.
DAC: The Changing Face of Community–Collaboration with Impact
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services. As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.
