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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.
September 2025 Poll
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
Knowledge Bureau Partners with Financial Post
(Winnipeg, MB) – On October 8, the new Financial Education Channel on the Financial Post, hosted by Knowledge Bureau, officially launched.
Think With Us About Business Succession Planning – Speakers & Venues Announced!
Learn how to expertly advise business owners about year-end tax planning and the best way to manage after-tax family income and the investment in the family business to meet future goals at the Year-End and Business Succession Planning Bootcamp this November.
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.
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.
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.
