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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.

This Week’s Edition of KBR:

May 2025 Poll

Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
Yes: 6 votes
10.34%
No: 52 votes
89.66%
 

Cast Your Vote

DAC attendees CE Credits

Attendees of the 2015 Distinguished Advisor Conference will have the opportunity to claim up to 15 CE credit hours from the following regulators:

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Fall DAW Leaves Attendees With a Wealth of Information.

Year-end tax planning, owner manager compensation, business transition planning and more were covered over the last few days at the fall Distinguished Advisor Workshop (DAW).

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Business Valuation:  A Critical Skill for Year End Planning with Business Owners

Knowledge Bureau’s Business Valuation for Advisors course will help an advisor become a valuable resource to their clients when considering business valuation issues.

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After The Election: How to Plan For Tax Changes

The new Liberal government outlined several significant tax changes in their election platform. If they make good on those election promises in tax year 2016 and beyond, millions of Canadians will be affected financially; some will be winners and some will be losers.

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Evelyn Jacks’ Top Three Year-End Tax Filing Tips

The family’s tax returns are a great place to look for year-end planning opportunities that will create new money for that Christmas vacation or will help to pay off those credit cards come January. But the time to focus on this process is before the snow flies.

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