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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.
October 2025 Poll
Do you believe SimpleFile, CRA’s newly revamped automated tax system, will help more Canadians access tax benefits and comply with the tax system?
CRA Pushes SimpleFile
CRA is hoping that two million taxpayers will opt to use their new “SimpleFile” services - by phone, by mail or digitally – to have their tax returns filed “automatically by the Canada Revenue Agency (CRA). The goals is to help more vulnerable people receive access to over $3 Billion in tax credits and benefits. Unfortunately, however, using the system is anything but simple. It may in fact be a very stressful and frustrating exercise. However, CRA believes that will improve exponentially. Check out what’s to know about SimpleFile:
Show Me the Money: Motivating Gen Y and Z to Invest
The one thing we must all pay for in advance is our retirement. It’s a consistent message from tax and financial professionals to clients of all ages. Yet, despite all of the advice, millions of Canadians are ill prepared for the years when their ability to earn income, actively, ends. The trick is to start early and put away a little, regularly. That’s why it’s important to engage Gen Y and Z in future planning conversations. How to do it? Show them the Math!
OAS Rates Up, Prescribed Interest Rates Unchanged
Two pieces of good news for the last quarter of 2025: seniors will get a small raise, but prescribed interest rates at CRA will stay steady after last quarter’s drop in rates. Here’s what you need to integrate into your year end planning activities.
The 2025-26 Advanced Tax Planning and Compliance Summits
Stand Apart! Enrol now for your one stop, year round tax updating solution. Knowledge Bureau’s Live Virtual CE Summits for 2025-2026 start the day after the November 4 federal budget. In a series of four full day events you and your team will have the knowledge, skills and confidence to apply tax preparation and planning expertise to solve tax compliance issues for clients. It’s the pre-eminent tax training choice for Canada’s Tax Preparers and Financial Advisors.
Embrace A Return on Life: September 25 at 11 a.m. CT
Financial professionals and thought leaders are gathering for a compelling Meeting of the Minds session tomorrow: “ROI or ROL: Redefining What Real Wealth Means to You.” This complimentary, one-hour virtual event explores a powerful shift in wealth management — move beyond Return on Investment (ROI) towards Financial Peace of Mind – a Return on Life. It’s about aligning financial strategies with purpose and helping clients achieve true peace of mind.
