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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.
October-November 2025 Poll
Do you believe SimpleFile, CRA’s newly revamped automated tax system, will help more Canadians access tax benefits and comply with the tax system?
November 5 CE Savvy Summit: Budget Insights & Year-End Planning
The New Federal Budget is being tabled on November 4. Fortunately full analysis will be available the next day for tax and financial professionals at the November 5, 2025 CE Savvy Summit. Register now: this live virtual event, Year-End Tax Planning for Investors and Business Owners, delivers timely analysis alongside practical strategies for optimizing 2025 year-end results.
Networking, Celebrations, and Community at the 2025 Acuity Conference
The Acuity Conference for Distinguished Advisors isn’t just about education. it’s about connection. Alongside world-class keynotes and CE sessions, delegates will enjoy an outstanding line-up of networking experiences designed to celebrate excellence and build lasting professional relationships in an unforgettable setting.
CE Master Micro-Credentials: Learning That Works as Hard as You Do
In a profession where knowledge quickly evolves and client needs never stop, financial advisors need education that is practical, flexible, and credible. That’s exactly what CE Master Micro-Credentials deliver.
Tax Shock Adds to Family Heartbreak
Last month the sad story of an Ontario family who suddenly lost both parents in 2024 was shared in Burlington Today. The tax outcomes were just as shocking as the two deaths from unrelated causes. There was a cottage, a large RRSP and a big tax bill. Some of the outcomes could have been mitigated with some planning. I sat down with CTV’s Pat Foran to discuss the outcomes – with a message important to family planning.
Year End Planning and the 14% Solution
Arthur Godrey once said: “I’m proud to pay taxes but I could be just as proud for half the amount.” Well, it wasn’t quite that generous but, effective July 1, Canadians did get a tax cut. The problem is, it will also reduce the value of Canadians’ non-refundable tax credits. This needs to be taken into account in year end planning.
