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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 Counts for Cycle 5 or Cycle 6 CECAP Credits

Attendees at the Distinguished Advisor Conference will receive a Cycle 5 number on their certificates to to be used until December 31, 2014. 

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Mark Your Calendar: October/November CE Events

Fall is the perfect time to focus on professional development. Take advantage of a number of upcoming live events and earn valuable CE credits with Knowledge Bureau.

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Evelyn Jacks: Income Splitting for Canadian Families

Income splitting and higher limits to TFSAs could make a big difference in Real Wealth Management™ for Canadians families, reducing tax on income both today and in the future when retirement income is drawn completely tax free. 

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Mark Your Calendar: October/November CE Events

Fall is the perfect time to focus on professional development. Take advantage of a number of upcoming live events and earn valuable CE credits with Knowledge Bureau.

Read More

Evelyn Jacks: Family Lifecycle Planning Leads to Tax Savings

Birth, marriage, death, separation or divorce, university entrance, sale of business, unemployment, illness, career change, self-employment, inheritances, even certain birthdays — all of these life events can have tax consequences.

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