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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.
September 2025 Poll
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
Protecting Client Privacy is Ethically and Morally Essential in Business
In the digital era of networking and cyberspace, establishing ethical standards for privacy is especially urgent. The collection of your client’s very personal and financial information, usually through electronics has brought privacy to the forefront of everyone’s mind. The people submitting the information and those collecting the information should be extremely concerned about privacy protection and compliance.
MFA-P Discovery Seminar: How Can Advisors Build Their Business by Supporting Their Community?
Professional advisors and charity professionals all focus and spend time in our individual specialty areas. On June 23 at 12 PM CST/ 1:00 PM EST, let’s spend some time discussing how these professionals can work collaboratively to enhance the client/donor experience with panelists MFA-P™ alumni Candice Jay and Aneil Gokhale. RSVP now for this complimentary MFA-P™ Discovery Seminar.
Prescribed Rates Going Up July 1: Pay Taxes, Make Tax Efficient Spousal Loans Now
Prescribed interest rates are about to rise for July 1 to September 30. One interesting and potentially beneficial financial strategy to grow the family’s wealth is to draw up an interspousal loan. The time to draw up the paperwork and lock in the current 1% prescribed rate is before the end of the month - June 30. Taxpayers who owe money to CRA will want to pay up before then too. Here are the details:
T1s Due June 15: Proprietors Must File for More Reasons Than One!
Unincorporated taxpayers must file their personal tax returns by June 15 or face late filing penalties. However, there are many more reasons to file than just to report and pay your taxes. Here’s a rundown of the obligations:
Climate Grief & Its Effect on Estate Planning with Generation Dread
Estate planning discussions are always difficult, but these days, perhaps even more so. That’s why tax and financial services providers must pay attention to new trends; notably, that young people – who are to be engaged as the primary stakeholders in wealth transfers – have experienced a significant drop in hopefulness. A recent Statistics Canada study concludes that future research could be done to better understand the potential implications. But DAC Keynote Speaker and new author Dr. Brett Wray has done some important research of her own and has a critical, urgent message: intergenerational power and wealth will not fix the underlying malaise. Find out more, below; reserve your spot at DAC now.
