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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:

June 2024 Poll

With the June 17 proprietorship filing deadline approaching, do you believe advice about incorporation will change in light of the June 25 capital gains inclusion rates changes?
Yes: 26 votes
No: 37 votes

Cast Your Vote

DAW AGENDA NOW AVAILABLE: RSVP For Advanced Personal Tax Update By December 31

Mark your calendars for Knowledge Bureau’s annual, comprehensive personal tax update taking place January 20-25, 2016. This day-long certificate workshop will “shake out the cobwebs” for new and returning tax practitioners in tax, bookkeeping and accounting offices and is an excellent resource for financial advisors working with clients on tax-efficient wealth planning strategies during the busy RRSP season.

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Is Your Email Safe Enough? Secure File and Message Transfer Critical for Professionals

Your clients may be increasingly concerned that their personal information is secure as you work with them. Are you confident that the information that you and your clients transfer between you is secure? What can you do to ensure it is?

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Demographic Trends: The Changing Face of Canada’s Women

Canada possesses priceless resources, not just in its natural resources but also in new human resources—gems that are waiting to be uncovered. They are highly educated immigrant women, ready to contribute to the economy in a significant way.

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Economic and Fiscal Outlook for November 2015

The Canadian economy has deteriorated in the last six months, according to a press release from the Office of the Parliamentary Budget Officer (PBO), and growth is expected to be slower than anticipated over the next few years. A weaker economy translates into larger deficits over the medium term than the PBO forecast in April, states the report, which was released November 10.

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Financial Literacy Declines in Later Life: Dr. Michael Finke at DAC

Those who earn more live longer, the longevity gap between men and women is closing and living close to your kids in retirement may turn out, well, differently than you may think. All of these factors and more will change how you think about retirement planning, according to Dr. Michael Finke, a keynote speaker at the Distinguished Advisors Conference (DAC) in Puerto Vallarta, Mexico, last week. But his biggest “aha” moments came from research on the financial literacy of seniors.

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