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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?
Working with Foreign Charities Requires Proper Records
Donor beware: A charity’s charitable status can be revoked if the charity does not maintain the direction and control of its assets when dealing with another foreign charity intermediary. This requirement was underscored in a recent case at the Federal Court of Appeal (FCA).
Refugee Crisis: Talking Philanthropy with Your Clients
Canadians donated close to $11 billion to charity in 2010 according to Statistics Canada. Becoming more philanthropic and giving more to causes that are important to them, like the current refugee crisis or environmental issues, should be top of mind in year-end tax planning conversations, given the significant tax rewards associated with giving.
From Transitions to Year-End Planning: Business Growth and Group Rates Featured at Fall DAW
Mark your calendar for the last week of October. Knowledge Bureau’s Fall Distinguished Advisor Workshop (DAW) promises some exciting and educational programming on issues your business clients commonly face.
Seven Important Stats About Canada’s Cultural Diversity
A diverse client base can present some challenges to financial advisors, but also many opportunities, especially if you embrace diversity and tailor your practice to the needs of Canada’s changing demographics. New stats will be interesting to you if you plan to grow with this exciting new market, especially with young families.
Claiming Tuition for Post-Secondary Education
If you have a university bound student in your home this year, there is plenty of good tax news to help with the financial burden. Once again, it’s important to be aware of opportunities to save or recoup some money, and remember to keep all receipts!
