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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:

September 2023 Poll

CRA departmental report shows about 93% of Canadians willingly participate in their tax system. In your opinion do Canadians have trust in their tax department?
Yes: 24 votes
No: 109 votes

Cast Your Vote

Poll Results:  60% Say Subsidized Tax Returns Not the Answer

In May we asked tax and financial professionals to weigh in on the following question: “Do you think that the government should subsidize tax return filing fees so people can get more accurate results and benefits for free?” The verdict is in and 60% of tax and financial advisors who participated answered “no”.  They share why in their insightful comments and offer alternative solutions that recognize it’s a system that requires reformation to help more low-income and vulnerable Canadians access their benefits.

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DAC Acuity 2023: Celebrations for Our 20th Anniversary

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!  We invite you to experience all that this year’s event has to offer by visiting the new interactive agenda where you can enrol there for events, travel, hotel and sign up by June 30 for early bird tuition reductions.  Hurry - reserve the incredibly low hotel rates (rooms will sell out fast):

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June & July: Tax Filing & Planning Milestones

As we all enjoy family weddings and graduations, nurturing beautiful flowers and sharing long evenings admiring Canada’s summer splendor, there are important tax filing and planning milestones to observe, despite these compelling distractions.  Make sure the Knowledge Bureau’s Summer Time Financial Checklist below is covered off before hitting the beach, or your favorite links, over the next 8 weeks.  Plus check out the KB Glossary of Tax Terms and Acronyms to discuss with newcomers and new clients to increase their tax and financial literacy:

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Understanding FHSA Withdrawals

The last thing that may be on the minds of prospective First Home Savings Account holders is a withdrawal, considering how new the plan is.  Available since April 1, 2023, many advisors and clients are just now gearing up to engage clients in the significant opportunity for first home savings.   However, it’s important to look at every investment holistically, and that means understanding the tax consequences going in and coming out of the FHSA.

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Coaching Clients to a Fulfilling Retirement

Pension plans, RRSPs, estate plans and IPPs are one side of retirement.  These are common, but what about a retiree’s quality of life? Research shows over 80 per cent of today’s boomers do not have any sort of retirement coach or mentor and many are looking to their advisor to provide leadership in that area.  As a coach, an advisor has the power to help clients be as successful as possible in life after work. 

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