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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.
June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?
June 30 Deadline: Designate Recertification, Canada Day Sale and more!
June 30 is an important date for current and prospective Knowledge Bureau students! Save time and money, act now for Designate recertification, half price CE Savvy Collections, DAC early-bird deadline, and a special Canada Day sale for our specialized credentials programs! As a reminder, our offices will be closed on Monday, July 3 – check out these tuition specials: online registration is always available!
DAC Acuity 2023: Featuring a Tax Planning Powerhouse!
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. This year out line-up of thought leaders features a tax planning powerhouse…check it out and be sure to register by the June 30 early-bird deadline to save up to $900 on tuition.
Last Chance: Free Lunch & Bold Thinking!
Want to get your blood pumping and your imagination soaring about what the future of the tax, accounting and financial services might look like? This is your invitation to think boldly and re-imagine it! Please join the Society of Real Wealth Managers RWM™ for an open conversation about what’s holding us back in making transformational change on November 12 over brunch at the Banff Springs Hotel on the day the amazing 20th Anniversary DAC Acuity 2023 Conference begins (November 12-14th). Register by June 30 and lunch is complimentary for members.
2023 National Indigenous Peoples Day – Narrowing the Indigenous Wealth Gap
June 21st is National Indigenous Peoples Day, coinciding with summer solstice, the longest day of the year. It is a traditional time of celebration for many Indigenous communities, and a day for all Canadians to recognize and celebrate the unique heritage and diverse cultures of First Nations, Inuit and Métis peoples. However, acknowledging and supporting our Indigenous people must be a year-long initiative, especially if we want to see change towards equity, inclusion, and minimizing the Indigenous wealth gap.
CPP: Second Tier Rate Hike 6 Months Away
Both the CPP and EI contributions – which are mandatory – rose in 2023, reducing the take-home pay for employees. But cash flow erosion from these payroll taxes is only increasing: the second tier rate hike on CPP contributions is only 6 months away. That’s going to affect small business owners and higher earners, as well, who will each pay 4% more above the first earnings ceiling (YMPE) and up to the amount of a second earnings ceiling (YAMPE). Here’s what you need to know, as you council clients to clear up debt and accelerate RRSP/TFSA/FHSA savings in anticipation of these changes:
