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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.
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?
Top 10 Retirement Planning Questions
What’s a detailed, tax-efficient retirement income projection worth to your clients? A lot of peace of mind, especially if they are interested in continuing to build their net worth in retirement and beyond, while reducing their frustration with high taxes on private pension income.
Connecting The Dots Isn’t Child’s Play - Elements of Real Wealth Management
There are many unique opportunities to serve clients in the tax and financial services today. More than ever, clients expect to receive advice that is relevant both for today’s environment and for the long-term.
Brush Up on Claiming Medical Expenses - Part 2
Even at the end of tax season, some last minute tax tips can help clients and their families win extra dollars this year – or possibly next. There are some eyebrow-raising write-offs under the category of medical expenses for example, that might make a knowledgeable tax expert the most interesting person around the water fountain.
Helping You Stay Up-to-Date With 2015 Federal Budget Changes
The 2015 Federal Budget introduced significant changes to Canadians’ finances. The challenge now for most tax and financial professionals is deciphering these changes and putting them into action in a meaningful way for clients.
