Help & Contact: 1 866 953 4769
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?
What if your Refund is a Balance Due?
If you have been shocked to find a balance due rather than a refund, be sure to file your return before midnight April 30 to avoid late filing penalties. This is an important first step in keeping more money, even if you can’t pay your bill immediately.
Knowledge Bureau Highlight: Kathy Lloyd
Meet Kathy Lloyd, MFA Succession and Estate Planning Specialist.
Empower Your Presence: By Working a Room Like a Pro
People with presence seem to navigate a room with ease, stopping to talk with others for just the right amount of time before moving on.
Knowledge Bureau Highlight: Wayne Blackmere
With the new Final Returns on Death of a Taxpayer course slated for an April 2015 release, Wayne Blackmere sent his comments regarding the course.
Do Taxpayer Report Gains and Losses on Currency Fluctuations?
According to the Bank of Canada, since October 1950, the record low for the Canadian dollar against the US dollar was recorded on the 21st of January 2002 – just over 13 years ago – when the loonie was worth just .6179.
