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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?
Introducing KB’s New Digital Home – And Prizes for You!
Coming THIS EASTER WEEKEND, A NEW LEAP - Knowledge Bureau’s new digital home. Check it out! We have Grand Opening tuition offers available to you as new and returning visitors, April 17 to April 21! VIP Graduates, your offers come first to your email on April 17. For everyone else, we invite you to explore the new 2025-2026 Curriculum and the Four New Pathways to Upskilling - from entry level to mastery level - and receive a $50 tuition credit to use now until June 30.
May 21 CE Summits: New Strategies for Retirement & Estate Planning 2025
“The Future is No Clearer”. This according to the Bank of Canada Governor who announced on April 16 that he is holding interest rates at their current level. Nonetheless, Knowledge Bureau will tackle the subject with authority and practicality at the May 21 CE Summit. The subjects: Tax Year 2025 - New Taxes or New Benefits across the Provinces and with a new federal government. Also, Planning with Trusts – Bare Trust, Special Trusts, Post-Mortem, Retirement Income Planning across four client profiles and embracing wealth planning opportunities with tax efficiency. Get the whole story, interpret it and share your knowledge during our live virtual CE Savvy Summit on May 21. Save Money, Register by May 15. Here’s more:
Where are My Tax Slips? Failure to Report Income is on You
Are you missing the T slips you need to accurately file tax returns this year? It’s CRA’s problem, but the consequence is on the taxpayer. Here’s the backdrop and what you can do to help clients avoid paying penalties and interest for missing slips:
A Baker’s Dozen: Tax Questions for Election Candidates
Canadians find themselves in an eagerly awaited election campaign in which MPs (Members of Parliament) will make decisions about how to collect and spend your tax dollars. Are you ready to interview these candidates for their job? Here are 13 questions – a baker’s dozen – you might wish to draw from to help you decide on the qualifications. But, you won’t get to ask them all - political candidates aim to spend no more than 90 seconds on any doorstep to give a quick pitch and ask for support – so choose wisely and listen to answers carefully.
Tax Implications of Shutting Down a Business
Tax season is “taxing” for all the familiar reasons – the deadlines, the missing information and the shock some taxpayers are facing in light of the tariff fallout and for some the fact they may need to pay CRA instead of receiving the expected refund. There is a big emotional toll tax specialist can bear as well, for example, when hearing of a new disability, a death in the family, or the demise of a business. In these volatile times, there may be more of the latter, unfortunately. Here is what to know as these difficult conversations begin to unfold.
