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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?
Grad Spotlight - How the MFA Program Expanded Rick’s Level of Services
Rick Tomalty achieved his MFA-Succession and Estate Planning Specialist designation in 2012, and since then he has attended Knowledge Bureau's annual Distinguished Advisor Conference. We are pleased to have Rick as one of our distinguished grads.
Claiming Support Payments
The recipient of taxable child or spousal support payments must report those amounts as income and pay the tax.
Home Equity Enough to Fund Retirement?
We have learned that Canadians are wealthier today in large part because of the equity in their homes. Will that be enough to supplement retirement needs after downsizing to a small place? Let’s put some numbers to it to find out.
Grad Spotlight - How Sophie Stands Out Among the Crowd
Sophie T.K. Tse successfully achieved her DFA-Tax Services Specialist designation from Knowledge Bureau in 2012. We are pleased to have Sophie as one of our distinguished grads.
Donations Changes in the Spotlight
From a personal tax perspective, rules surrounding donations were a significant part of the tax changes introduced as part of the 2014 Federal Budget announced on February 11.
