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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?
Proposed CPP Enhancements: A BIG Hit for Proprietors
Recently, federal and provincial finance ministers met to discuss enhancements to the Canada Pension Plan. Here’s what’s going to change and when.
Back to School? Encourage Fitness Now – Tax Credits End in 2017
There are big changes coming for families who get the refundable Children’s Fitness Tax Credit, so use it before you lose it!
Brexit: A Time for Trusted Advisors Who Know the Elements of Real Wealth Management to Shine
With the recent Brexit vote and the US presidential election around the corner, markets are volatile. What hasn’t changed, however, is that for most families, taxes continue to be their largest single lifetime expense. As a result, competent wealth managers with a specialization in both taxes and investment management services are in high demand.
Students in the News: Donald Bieber
We love sharing feedback from our recent graduates. This week we feature the success of Donald Bieber from Sherwood Park, Alberta, who recently graduated from the Tax Planning for Corporate Owner/Managers course.
Know Your Client: Can We Improve on the Risk Profiling Process?
Are you providing an evidence-based and unbiased determination of your clients’ risk profile? Unsure? Be sure to register for DAC 2016 to hear Shawn Brayman speak about why this is critically important.
