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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.
July 2025 Poll
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
Capital Gains Tax Changes and New Tax Forms Released
The Recorded Sessions of this High Value Webinar are now available featuring in depth instruction from tax experts Evelyn Jacks, Kim Moody and Ruth Horst. Don’t miss this important opportunity to decipher the Capital Gains chaos for your clients, family and community. File T1 returns with the new Schedule 3 with confidence – train rooking staff members, too. Plus, there’s still time to enrol in our upcoming CE Savvy™ Mini Summit live-virtual events. On February 19 we will focus on Families and Their Real Estate and on February 26 Small Business Returns.
New Podcast! Knowledge Bureau Report Comes to Life
Join Evelyn Jacks and special guests for a weekly podcast delivering real tax news people need to know. It’s been quite the journey for taxpayers who own assets like cottages and businesses. In this first episode of Real Tax News: “Capital Gains Chaos Gets a Reprieve” featuring Geoff Currier, find out the latest PLUS the Definition of True Wealth.
Foreign Currencies Gains and Losses
As we all know, it’s been a roller coaster week in tariff news. The Canadian dollar started to sink, although not to its lowest historical level-yet. The 30 day pause in implementation of the U.S. tariffs has provided a wake up call: What effect will such a Black Swan event have on portfolios and, by extension, retirement plans?
Impact of Bank of Canada Interest Rates
The Bank of Canada cut its interest rate by .25% to 3% on January 29, a full two percentage points lower than was the benchmark in 2023.
Tax Planning Tips: Families Having Children, Later
Statistics Canada data shows that Canadian parents are starting families later in life than previous years. This trend not only affects housing markets but also influences social services, healthcare needs, and community planning.
