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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?
Graduate in the News - Melanie Adams
We recently had the opportunity to speak to Melanie Adams about her experience taking Advising Family Business as part of her second designation with Knowledge Bureau. She previously earned her DFA – Tax Services Specialist™ designation and is now working toward her MFA™ - Business Services Specialist designation. Here’s what Melanie had to say:
How to Handle Philanthropic In-Kind Donations
There are tax advantages that encourage giving back to the less fortunate this holiday season. It’s a tax gift that keeps on giving. But giving has taken on an interesting trend: not all donations made by charity-minded Canadians are monetary. In fact, Statistics Canada reports that 94% make in-kind donations each year, which includes items like clothing, toys, household goods, or food.
Get Ready for 2020: Six Great Tax Moves and Audit-Busters
Make increasing your clients’ tax and financial literacy your focus in honour of Financial Literacy Month and share these essential tax moves and audit-busters that help build a healthy relationship with the CRA. These tax tips have been excerpted from Evelyn Jacks’ Essential Tax Facts 2019 Edition, which has been fully updated with the behind-the-lines information your clients need to know when filing their 2019 taxes. In fact, you may wish to give Canadians the gift of financial literacy this this month – and shipping is free!
Seasonal Workers: Will You Have EI Benefits to Repay?
Seasonal workers beware: if you collected Employment Insurance (EI) benefits during your off season, there’s a chance you could have to pay back some of the benefits you received. For the 2019 tax year, the base amount for EI repayment is $66,375. That means if net income exceeds this threshold, an EI repayment may be necessary. But, with savvy planning you can avoid this unpleasant surprise.
Bold Thinking, Bright Insights at DAC
This year's DAC delegates provide some great feedback – and some of the bold thinking and bright insights they took away from the highly successful conference that took place November 10-13 in Puerto Vallarta, Mexico. These are some of the reasons why you should consider attending the DAC Acuity 2020 event next year in Niagara Falls, October 28- 30.
