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STAY UP-TO-DATE WITH BREAKING TAX AND INVESTMENT NEWS.
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.
July 2024 Poll
Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?
Avoid Attribution Rules: Make Tax Efficient Spousal Loans
One interesting and potentially beneficial financial strategy to grow the family’s wealth is to draw up an interspousal loan. With interest rates set to come down again, and capital gains rates going up, the plan may have more appeal that it has over the high interest rate era we have seen post pandemic. Here’s how the plan – perfectly allowable under the Income Tax Act – works, and some of the benefits:
Canada Day Deadlines to Meet
OAS Rates Rise; Prescribed Rates Don’t. That’s just some of the important news you’ll want to share before heading out for the July long weekend! Check out the Tax and Tax Training Milestone to mark on your summer calendar before you head off on your July holidays! Seniors note – you’ll get a small raise. based on changes in the Consumer Price Index (CPI), OAS benefits will increase by 0.7% for the July to September 2024 quarter, for an increase of 2.8% over the past year, from July 2023 to July 2024. Happy Canada Day!
2024 Acuity Conference for Distinguished Advisors: Program Guide Unveiled!
We invite you to connect with Canada’s brightest and 16 of the most accomplished thought leaders in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12. Join us to celebrate, meet and honour your peers from coast-to-coast at the Knowledge Bureau Awards Ceremony on November 10. Check out the detailed online conference agenda designed to help you discover new ways to lead with impactful guidance.
Become a Designated Professional & Earn Cycle 10 CIRO Credits!
Did you know that Cycle 10 CIRO (previously IIROC) credits now available from Knowledge Bureau?Check out these courses especially for designated professionals: take the Real Wealth Management™ Program or the MFA-P™ Philanthropy Services Specialist and for a limited time, you can enrol and save 15% on tuition. Register by June 30 and take advantage of these offers, and start your online studies anytime!
Important Deadline for KB VIP Graduates: June 30
If you’re a Knowledge Bureau VIP Grad or Designate, the upcoming June 30 deadline is coming up and there are a few reminders to help you get the most out of your VIP experience with Knowledge Bureau. Don’t miss this opportunity to reactivate your VIP Benefits, including $100 off your next enrolments for grads, and $200 for Designates and FDFS™. Plus, for Designates now is the time to relicense the use of your designation marks by submitting your attestation to your standards of conduct. Check out the details below:
