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STAY UP-TO-DATE WITH BREAKING TAX AND INVESTMENT NEWS.
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.
September 2024 Poll
“Are you concerned about taxpayer rights now that the Federal Government has proposed to expand CRA powers to requests for oaths and affidavits at audit and a new Notice for Non-Compliance with significant penalties attached? Tell us why or why not!”
Bare Trust Filing Rules Relaxed but Only for 2024
The August 12 draft legislation released by Finance Canada brought welcome changes to the trust filing requirements for 2024 for many routine family planning matters, including title holdings on principal residences for an elderly parent or for the purposes of obtaining a mortgage for an adult child. However, new rules for 2025 have narrowed the scope but not entirely eliminated the need to file T3 returns and Schedule 15 Beneficial Ownership Information of a Trust.
Acuity 2024: Announcement of Distinguished Advisor Award Categories
Knowledge Bureau is delighted to announce the winners of its 2024 Distinguished Advisor Awards at the Acuity Conference for Distinguished Advisors (DAC) November 10 – 12 in Montreal. The star-studded ceremony, being held at the exclusive St. James Club, will kick off the three day educational conference – Canada’s only multi-disciplinary conference, featuring 20 thought leaders who will focus on the theme, Safe Havens: Secure Financial Futures & Wealth Potential. Winners will be honored in the following categories and contacted under separate cover for ceremony details:
Discuss RWM™ Best Practices | Tax Planning - Embrace it!
Clients are looking to financial advisors for more tax planning as accountants are inundated with compliance work. The RWM™ is a critical designation that delivers the knowledge you need! Differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™. Join us for a live, virtual discussion with practicing members of the Society of Real Wealth Managers™ August 28 at Noon CT.
Average to Awesome: Keys to Building Scalable Practices | Brian Mennis
The turbulent 2020’s are almost behind us, from a business planning point of view. Building relationships that will amplify results, simply requires a new approach, according to Brian Mennis, author Average to Awesome of Harbourfront Wealth Management who is leading a session on Building Scaleable Practices at the Acuity Conference for Distinguished Advisors (DAC) on November 11. Mentorship of both new advisors and new clients is a challenge; he says, because what people want is just different. The question is: do you have what it takes to thrive and build your business under such an environment? If not, what’s the cure?
Looking to Become a Fellow of Distinguished Financial Services (FDFS™)?
Would you like to earn the coveted FDFS™ designation? These Distinguished Fellows are honored for their distinguished services as influential thought leaders, who have demonstrated a commitment to the noble cause of teaching and writing by engaging others in the high standards of knowledge they share. In doing so, they have also demonstrated an extraordinary commitment to shaping the future of the tax, accounting and financial services industries. Here’s how you can get involved:
