May 27: Learn New Strategies for Retirement and Estate Planning
When the Federal Budget sequence changed to the Fall, it was also announced that the annual Fall Economic Statement would be moved to the spring. So far a date has not yet been announced, but when it is, it will be covered at the May 27 CE Savvy Summit: Tax-Efficient Retirement, & Estate Planning, a live-virtual event designed for professional wealth advisors, tax professionals, accountants, and estate planners ready to expand their expertise on the effects of fiscal change on retirement and estate planning. It’s a session you won’t want to miss if you are working with retirees in particular on their income and estate planning. Here’s why that’s important:
Read More
Retirement Planning Is Getting More Complex, Are You Ready?
As Canadians face longer life expectancies, rising taxes, and increased financial uncertainty, retirement planning is no longer a single-event exercise—it’s a multi-stage, multi-generational process. Advisors are now expected to help clients not only accumulate wealth, but also grow, preserve, and withdraw it tax-efficiently over time. The DMA™ – Retirement & Estate Planning Specialist Program addresses this need by equipping professionals with the technical knowledge and advisory skills required to guide clients through some of their most important financial decisions. It’s a “next level” specialization you may wish to consider attaining.
Read More
Q2 2026 - Important Tax Milestones
Most Canadians think of April 30th as the tax filing deadline and for the typical Canadian that’s true. But you well know that there are multiple dates which are important when it comes to filing tax documents and various payment dates. But April is full of important dates to pass along to your clients – no fooling!
Read More
Class Action Suit vs CRA/Government of Canada
When you file tax returns on behalf of your clients, both you and they might assume that the information you submit to the Canada Revenue Agency will be protected. It is an unsafe assumption.
Read More
Do You Enjoy KBR? 100% Said Yes!
Thanks for the accolades, Knowledge Bureau Report Readers – 100% of those who answered loved this publication. Below are some of your comments. P.S. Knowledge Bureau is introducing a new opportunity for readers to share their stories in Build Your Brand! Check out the new brochure.
Read More
Help & Contact: 1 866 953 4769