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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.

This Week’s Edition of KBR:

February 2023 Poll

Should Canada bring back 5 year income averaging provisions to smooth out irregular income flows?
Yes: 19 votes
100%
No: 0 votes
0%
 

Cast Your Vote

Understanding Synthetic Dispositions – Total Return Swap

We continue our Synthetic Dispositions series this week with a look at a total return swap.

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Business Strategy Required to Manage Risk

Are you ready to grow your business?  According to Statistics Canada[1],  the top three reasons businesses fail is lack of vision, lack of knowledge, and the inability to use outside advisors effectively. 

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Tax Efficiency Strategy: Earn More Tax Exempt Income

There are many sources of tax exempt income of which most people are unaware. Here's the tax secret...

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Future: Advisor-Client Privilege Extends to Tax Advice?

From the late eighteenth century to the present day, solicitor-client privilege has been a topic fraught with varying levels of uncertainty, justification, and support.

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Seniors Have Option to Defer OAS Pensions for Up to Five Years

Seniors have the option to defer starting their OAS pensions for up to five years (i.e. starting at age 70 rather than 65). 

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