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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?
Estate Planning: Wills Variation – Is It Right to Change a Will?
You live your entire life working and accumulating wealth, and are able to do whatever you like with it during your lifetime – spend, invest it, grow it, preserve it or give it away.
FIRPTA and Capital Gains on the Sale of U.S. Real Estate
More and more Canadians are purchasing U.S. real estate for personal and/or rental use so this is a very important topic to understand before the purchase is made.
What is the Maximum Claim for the Disability Amount?
The maximum federal claim for 2014 is $7,766 per adult dependant.
Understanding Trusts
Over the summer, Knowledge Bureau will be taking an in depth look at the use of trusts in family wealth planning. An introduction to the topic begins the series.
Non-Residents Owning U.S. Real Estate
What exactly do Canadians need to know about owning U.S. real estate?
