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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.
August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?
Earn a New Certificate in Lifecycle Transitions Planning
Especially for experienced financial services professionals! Earn a new Certificate in Lifecycle Transitions Planning. Choose 15 from a selection of 80 micro courses with one important focus: to help you engage more effectively in tax-efficient wealth management conversations during this period of significant – and potentially expensive – tax change in Canada. Customize your CE and your business education to scale your business to the next level of growth. Why are CE Savvy™ Micro-Course Collections the educational choice of savvy professionals? Check it out:
Canada Needs a Financial Plan
According to a July 23 publication by the Fraser Institute, we are getting poorer here in Canada and the prospects for economic growth are looking grim. This should be of concern to every Canadian concerned about their “real income” – that’s their purchasing power – and by extension - their ability to fund consumption now and for important family milestones in the future: retirements, education and homeownership. It’s grim, but there are practical suggestions for a turn around plan. Here’s a synopsis of the report.
Win Trust With New Clients: Help CRA’s Digital Requirements
It’s surprising how difficult and frustrating it can be for taxpayers to navigate their digital relationship with CRA. Figuring out how to make payments to CRA at the local bank without the right remittance forms can be a major obstacle. So can setting up My Account; a requirement to engage you and set up Represent a Client authorizations. Providing assistance with this is an important way to win the trust of a potential new “client for life”, especially when multiple accounts and filing requirements are involved. Consider the following:
No GST/HST Collection Required Psychotherapists and Counselling Therapists
Did you know that as of June 20, 2024, some psychotherapists and counselling therapists practicing are no longer required to collect the GST/HST on their services? Now, their GST/HST accounts may need to be closed. Here is what you need to know:
Introducing Something New! Canada’s Income Tax Fundamentals Course™ Launches August 31
This stand alone certificate course perfect for those with no prior tax or financial services experience and recommended precursor to the full DMA™ Vocational Certificate, Diploma or Designation Program. Build confidence in yourself and your team members: the program takes about 20 hours, learn to prepare 24 case studies on professional tax software. Every newcomer to the tax and financial services will benefit from this education! Pre-register now. Canada’s Income Tax Fundamentals Course™ will be available September 10 and you can take advantage of this pre-sale offer!
