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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?
OAS Rate Jump Projected for Fourth Quarter
Although the government has yet to announce the OAS rates for the fourth quarter, indexation factors specified in the Old Age Security Act indicate a rate increase of 0.9% or $5.16 per month for seniors receiving the standard rate.
Tax Tip: Tax Credits Available to Fund Education
Tuition funding is expensive, but there is tax relief. In our final of three reports on education funding, learn how the tax system shares in the cost with parents and students when it comes to funding a post-secondary education.
Introducing DAC 2016 Sponsors
This year, the Distinguished Advisor Conference is for and about the Top Guns - the leaders of tomorrow in the tax and financial services - and we are pleased to introduce our Top Gun Sponsors who make three days of thought-provoking speakers and topics possible. RSVP by September 30.
Focus on Income Layering in New Retirement Course
This fall, learn an important skill that’s in demand. Retirement income planning is a skillset in high demand by the baby boomer demographic—the most affluent generation in our history.
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