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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?
Two Designates Receive Thumbs Up Fom Knowledge Bureau
Knowledge Bureau gives a thumbs up to two folks who participated in the Toronto Distinguished Advisor Workshop.
Getting Tax Season Right: Plan to Start Early
Tax preparation season is about to begin and getting it right means a lot more than filing an accurate tax return.
Knowledge Bureau Publications Recommended
David Russell, MBA,CFP, CIM, FCSI posted the following to the LinkedIn page of Evelyn Jacks, founder and president of Knowledge Bureau.
Improve your Preservation Practices
Barb Reimer from Calgary, Alberta recently completed Elements of Real Wealth Management and she believes the course will improve her preservation practices.
T2 Micro Course Graduate Highlight: Maria Cannizzaro
According to Maria Cannizzaro of Montreal, PQ, the T2 Corporate Tax Preparation for Micro Business Course taken with Knowledge Bureau is the “most exciting and motivating course” she has ever taken.
