Knowledge Bureau Report

News Releases Media Releases View Poll

Subscribe to KBR


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:

May 2023 Poll

Do you think that the government should subsidize tax return filing fees so people can get more accurate results and benefits for free?
Yes: 95 votes
No: 143 votes

Cast Your Vote

New CE Savvy™- PD Collection: Asset Management

Knowledge Bureau is excited to introduce its latest CE Savvy ™ Collection of Micro Courses. Check out our collection entitled Asset Management, which provides you a new opportunity to earn 5 CE Credits with Knowledge Bureau and several 3rd party accreditors such as FPCanada, IAFE, ICM, AIC and MFDA.

Read More

March 28 Federal Budget: Will It Erode Wealth or Build It?

Will the March 28, 2023 Federal Budget further erode accumulated wealth with new taxes, alongside the continued inflationary and interest rate pressures which have already had a significant impact on businesses and investors? The answer is likely yes. What to watch for appears below.

Read More

UHT: Are Spouses Who Own Rental Properties with Partners Affected?

According to the legislation for Canada’s new Unused Housing Tax (UHT), if you are an excluded owner of a residential property in Canada, you have no obligations or liabilities under the Underused Housing Tax Act.  But are spouses who own residential rental properties together excluded owners?  The legislation is fuzzy, to say the least and that’s a problem for professional tax preparers.

Read More

Retirement Planning:  Should I Defer the OAS?

We know that taxpayers who turned 65 in 2022 will have some new tax filing nuances when preparing the 2022 tax return this spring. They may qualify for the Age Amount, for example, and, unless they chose to defer their OAS, they’ll be reporting that income for the first time. But will they be subject to a clawback? There’s lots to talk about this tax season. Here’s an overview of potential conversation starters:

Read More

Do You Need CE Credits? Take the CE Savvy™ Collections

Last week, The Financial Services Regulatory Authority of Ontario (FSRA) sent an important reminder to Life Agents in the province to complete CE requirements or they may face regulatory action. It’s an important reminder for all industry professionals to get onside with CE now – and Knowledge Bureau has a great new educational solution: The CE Savvy Collections, which are Accredited with KB, Insurance Councils, Advocis and FP Canada.

Read More