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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:

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?
Yes: 3 votes
33.33%
No: 6 votes
66.67%
 

Cast Your Vote

Thumbs Down:  Few Pros Think Families Will Save Tax Cut Dollars

Knowledge Bureau’s November Poll Question attracted close to 200 respondents to the question: Do You Think the New Family Tax Cut Provisions will Help Canadian Families Save and Invest More for the Future? 

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Knowledge Bureau Designate Highlight: Patricia Bailey

Grow your business with the DFA - Tax Services Specialist™ Designation. Join Knowledge Bureau in congratulating Patricia Bailey in achieving her DFA - Tax Services Specialist™ Designation. Patricia Bailey DFA - Tax Services Specialist™. "My clients are more confident in the work I do for them because of this designation" Patricia is located in Milton, Ontario.  Her company is approximately 3 years old with a growing client base. “Achieving this designation has equipped me with the knowledge needed to grow and succeed.”

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Counting Losses Counts For Cash

Disciplined investors sell at the top of a cycle and buy at the bottom.

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Knowledge Bureau Designate Highlight: Akbar Pirani

Grow your business with the DFA - Bookkeeping Services Specialist™ Designation.

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Kick Start 2015 Financial Plans

When it comes to family tax essentials you need to grasp in building wealth for your future, there is Both good news and bad news in the new Family Tax Cut provisions.

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