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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 Poll

The RRSP deadline for the 2023 tax year is February 29. From a wealth planning perspective, do you think middle aged Canadians should invest in a TFSA instead?
Yes: 78 votes
No: 45 votes

Cast Your Vote

Structure a Tax-Efficient Family Income

Modern families that are successful in accumulating wealth over time use the power of their economic unit to get the best after-tax results during their lifetimes and with a tax-efficient, intergenerational wealth transfer in mind.

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DAC 2014 RFPs Now Being Accepted

Knowledge Bureau is now accepting RFPs for speakers and topics for the Distinguished Advisor Conference 2014 in the beautiful Texas Hill Country. The theme is Think BIG: Find the Sweet Spots in Wealth Management. Speakers and sponsors are requested to reply by December 15. 

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Part 2: Reporting Segregated Funds: Guarantees at Maturity

Your client owns segregated funds in non-registered accounts with guarantees at maturity. How is this treated on the tax return in the case of a withdrawal?

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The After-Tax Costs of Investing

To maximize your investment outcomes, be sure to assess the after-tax cost of fees for each investment. A higher return due to lower fees (as opposed to increased risk) can result in significantly more income in retirement and higher estate values.

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Fines and House Arrest for Taxpayer Caught in Paradigm Scheme

Carl Gustafson, a professional engineer (P.Eng.) and a director of Norall Group Contracting Inc., was fined late in October in the Ontario Court of Justice in Thunder Bay in the amount of $84,417 for failing to report $459,174 in income. 

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