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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.

This Week’s Edition of KBR:

July Poll

In the last election some parties suggested an increase to the capital gains inclusion rate to 75% or more as the best way to raise new money to pay down government debt. Do you agree?
Yes: 34 votes
No: 314 votes

Cast Your Vote

Gone Fishing: Can CRA Do That?

There are two kinds of fishing expeditions. For most of us, tales of the big one that got away tend to brighten moonlit campfire stories.  But when it comes to fishing expeditions by the CRA, storm clouds can emerge quite quickly.  That’s why it’s important to understand the law and taxpayers’ rights under it. Knowledge Bureau Report welcomes Marco Iampieri B.A., JD, M.B.A. to its editorial team to explain why.

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Important Role: OAS in Retirement Income Planning

More than 60% of Canadians don’t have an employer sponsored pension, and as a result, the OAS is becoming increasingly important for those relying on reliable income in retirement. Advisors agree: 72% of more than 400 tax and financial professionals who answered the KBR April poll said “yes” to the question “Are you in favour of the OAS raise of 10% in 2022 for those age 75 or older?” However, many also left  very insightful comments about the important role of public pensions in financial health in retirement. 

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Re-Discovery: Find Out How to Move Your Clients from Fragility to Stability

Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors:  The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.

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KB Grads in the News: Sharron Morier, DFA-Tax Services Specialist™

Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well.  I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:

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Pandemic Benefit Extensions May Come Soon

The Budget Implementation Act 2021, No. 1 passed first reading on April 30 and is progressing through the second reading phase.  A number of provisions proposed in the April 19, 2021 federal budget have dates set to come into play soon – including extensions to some of the COVID-19 benefit programs and other relief Canadians affected by the pandemic are hoping for immediately.  Here is a synopsis to review with your clients:

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