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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?
RSVP by May 15: Improve Your Retired Client’s Financial Lives
Last year was quite possibly the worst year in decades to retire and start drawing retirement income and so far in 2023, the foreseeable future is fraught with uncertainty. For these reasons we asked CE Summit keynote speaker and best-selling author Doug Nelson, B.Comm., CFP, CLU, CIM, RWM™ to share his inspiration in preparing his sessions for the upcoming May 24 CE Summits Workshop and expand upon the kind of retirement planning advice that’s right for today’s difficult environment. He was passionate in his response and provides a sneak peek at what you will learn.
Introducing Our DAC Acuity 2023 Speaker & Partner Roster!
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! Here’s who is included on our illustrious speaker roster so far. Sign up by June 30 for early bird tuition reductions and reserve the incredibly low hotel rates (rooms will sell out fast):
Introducing…A New Micro-Learning Experience with Knowledge Bureau
With the new CE Savvy™ Collections you’ll engage in a cool new format that allows for traditional, mobile and social learning, featuring gamification and personalized, data-driven results: keep track of your CE in your own learners dashboard. Plus, learn by collection (5 micro-courses at a time) or by annual subscription (the full professional library yours to select from any time 24/7).
CRA Strike: Essential Tax Services Need a Rethink
Stressful, time-consuming and important. Filing a tax return by the May 1 deadline is all of these things. Yet it’s necessary to receive income-tested social benefits. A recent analysis by the Canadian Centre for Policy Alternatives discovered a dismal take-up of two of them: the new Canada Dental Benefit and Canada Housing Benefits. It begs the question: is the striking CRA serving the needs for essential tax services well enough? Perhaps it’s time to consider a new solution to ensure delivery of important income-tested social benefits.
Immigration Influx Presents Business Building Opportunities
By 2025, the federal government intends to increase the annual influx of immigrants to Canada to 500,000 people. With more people coming from afar, faster, there are great new opportunities to scale up your business and help new immigrants with tax compliance and financial planning. Further, engaging with new migrants to build on their educational credentials, find good jobs and mentorship opportunities in the tax and financial services is a win-win, especially with new government job grants. Start with conversations about filing for refundable tax benefits:
