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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?
June: Tax Filing and Investment Planning Milestones
Most of the personal tax returns have been filed for 2024 but we need to continue to be aware of important dates related to tax filing and investment planning. Many tax filers moan at tax time and wish they had made other decisions throughout the year but the incentive to change often disappears once the tax returns are filed. Tax and investment planning is a year-round process and we need to be mindful of important dates.
Big Money: Help Canadians Get Their Uncashed Cheques
It’s a windfall worth billions! From time to time, we hear of a lottery ticket worth millions of dollars which has gone unclaimed. But CRA says it is sitting on some 10.2 million cheques, some of them dating back years. The total value amount is a staggering $1.7 billion, Blog TO reports. So why hasn’t the government been more proactive about getting this money in the hands of Canadians? Turns out an attempt was made. But there is more: a big opportunity for tax and financial advisors to help Canadians recover what is rightfully theirs and reinvest it for their future. Read on:
Enhance Your Practice with New Advisory Skills for Small Business Accounting
Today’s tax professionals are being asked to do more than file year-end returns—they’re being called on to interpret financial data, support decision-making, and advise business owners throughout the year. The DMA™ – Accounting Services Specialist Program from Knowledge Bureau responds to this need by providing the advanced skills and knowledge required to deliver practical, high-value accounting services to small business clients.
Introducing New Mastery Programs: Designed for Leaders, Built for Change
As the pace of change accelerates across tax, finance, and wealth management, it’s never been more important for professionals to stay ahead with meaningful, flexible, and forward-thinking continuing education. That’s why Knowledge Bureau is proud to introduce the Mastery Programs Division — a new curriculum stream that delivers both depth and specialization for practitioners ready to lead with purpose. Whether you are earning CE/CPD credits, looking to customize your learning journey, or aiming to achieve designation-level expertise, the Mastery Programs Division offers powerful options tailored to your goals.
Maintain Your Credentials, Advance Your Practice: Re-Licensing by June 30
As a proud Knowledge Bureau Designate, you've earned more than a credential—you’ve earned trust, credibility, and the distinction of being part of a nationally recognized network of leading professionals. To maintain your active status and continue enjoying the full benefits of your designation, it’s important to complete your annual re-licensing requirements by June 30. Not a Designate? Join this growing group of professional advisors in the tax, accounting and financial services. Learn more about the VIP Grad experience too!
