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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?
Grad Spotlight - How Sophie Stands Out Among the Crowd
Sophie T.K. Tse successfully achieved her DFA-Tax Services Specialist designation from Knowledge Bureau in 2012. We are pleased to have Sophie as one of our distinguished grads.
Donations Changes in the Spotlight
From a personal tax perspective, rules surrounding donations were a significant part of the tax changes introduced as part of the 2014 Federal Budget announced on February 11.
Master Your Retirement: Is Home Equity The Key? Don’t Count On It!
This guest column was submitted by Doug Nelson, author of the newly released 3rd edition of Master Your Retirement, published by Knowledge Bureau.
Tax Implications of Dual Citizenship
I am a dual citizen (Canada/U.S.) and have lived in Canada for about thirty-five years. What are the tax implications if I buy U.S. based ETFs with USD and Canadian based ETFs with CAD?
Grad Spotlight - How Kareen Is Equipped to Better Assist Her Clientele
Kareen Rekowski earned her MFA-Succession and Estate Planning Specialist™ designation in 2013 and is on her way to achieving her DFA-Tax Services Specialist™ designation. We are pleased to have Kareen as one of our distinguished grads.
