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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.
June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?
Carbon Tax Rebate Debacle Averted
Dan Kelly, President of the Canadian Federation of Independent Businesses (CFIB) gave an impassioned speech on the efforts to get the federal government to release the $2.5 Billion Carbon Tax Rebate promised to small business owners back in 2019, only to learn that the government planned to tax the rebate as “government assistance” when it finally arrives. Taxing a refund of tax makes no sense, and the finance department reversed course quickly - the rebate won’t be added to income. But this is another one of many recent instances in which tax policy appears off base, exasperating the ability to comply with our self assessment system of taxation with certainty. Other important points from Dan’s speech on Beating Public Policy Barriers to Small Business:
The Great Wealth Transfer
The great wealth transfer represents an unprecedented passage of assets from one generation to the next, with approximately $1T passing from baby boomers to the next generations between 2020-2030, but what does this generational wealth transfer mean for philanthropic giving? Kristin Ramlal and Evan Connell of Canada Life provided a list of reasons why there is a great opportunity for social impact in Canada, something important to think about as Giving Tuesday, December 3, a global movement advocating for community philanthropy approaches.
Seeking Partnerships and RFPs now!
Conference for Distinguished Advisors 2025. The theme is Happy Landings: Discover a New Era of Risk & Reward. To apply forward your proposal for a topic to the theme to the attention of Program Director Evelyn Jacks.
The Acuity Awards: Knowledge Bureau Graduates Recognized
Knowledge Bureau Graduates, Designates and instructors were recognized for their stellar achievements in continuing professional development and specialization of skills at the Acuity Conference for Distinguished Advisors in Montreal. In addition, selected organizations and individuals were bestowed special awards that recognized the tremendous impact they make in their industries. Please join us in congratulations this year’s honourees and take a peek at the photos and videos of the celebrations!
2025 Acuity Conference for Distinguished Advisors in Puerto Vallarta!
We’re headed back to Puerto Vallarta November 23-26 and our official conference venue will be the Marriott Puerto Vallarta Resort & Spa. Booking details for your accommodation options are coming soon, and you don’t want to miss this opportunity to save 50% on conference tuition when you register by November 15 for Canada’s only top-tier multi-disciplinary conference for leading tax, accounting and financial services professionals.
