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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?
5 Reasons to Find the Sweet Spots at DAC
Don't miss the opportunity to experience education differently at DAC 2014. Be sure to register by September 30 – you won't regret investing in yourslef and your practice! Here are 5 BIG reasons to find the sweet spots at DAC 2014....
Evelyn Jacks: Retirees Need Help Understanding Public Pensions
People can retire at any age, but it is increasingly rare for people to simply go from earning income from employment or self-employment directly to withdrawing income from investments and other sources including pensions.
DAW: Still Time to Learn About Helping Retirees
There is still time to join us at the Retirement and Estate Planning Bootcamp in Calgary, Vancouver, and Toronto. Register online or call us at 1-866-953-4769 to register quickly and get all the details you need.
Defend Clients’ Retirement Savings Against Tax Erosion
Accurately prepare retirement plans that achieve the necessary results with the Advanced Tax-Efficient Retirement Income Planning course. This course marries tax and financial planning competencies and is the perfect complement to the Retirement and Estate Planning Bootcamp, September 17-22.
Evelyn Jacks: When Are You In The Business Of Buying and Selling Land?
Lots of people like to dabble in real estate when markets are hot. But there could be an unintended tax issue which could significantly erode wealth.
