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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.
August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?
Canada’s Most Comprehensive Tax & Financial Planning Updates: Audit Defence
Audit activity is on the rise—and the stakes are higher than ever. With a federal target to collect $3.75 billion through increased fines and penalties, along with widespread T-slip errors and confusion around capital gains, tax audits are expected to surge in 2025.Tax and financial advisors must be prepared to respond. Join us at the CE Savvy Summit: Audit Defence on September 17 for a deep dive into the latest audit trends, case studies, and defence strategies. Learn directly from leading experts and get practical tools to better protect your clients. Register by September 10 to take advantage of early-bird rates. Special pricing available for Diploma and Team member registrations.
Acuity 2025: Learn, Lead, and Recharge in Puerto Vallarta
This fall, step out of the day-to-day and into a setting designed to inspire forward thinking and fresh perspective. Join us November 23–26 in Puerto Vallarta, Mexico for the Acuity 2025 Conference for Distinguished Advisors, where leaders, educators, and advisors gather to explore what it takes to thrive in a fast-changing financial landscape. Space is limited, and flight prices are increasing. To join the experience, earn CE/CPD credits, stay ahead of critical changes, and return to your practice energized and future-focused, Acuity 2025 is your landing spot.
Should Deposit Insurance Be Raised from $100,000?
The Canada Deposit Insurance Corporation’s (CDIC) deposit protection is automatically applied when investors deposit money with a member bank or credit unions. The object is to protect depositors should a bank fail. The good news? There has not been a deposit insurance payout in almost 30 years. But now the framework is under review and both advisors and their clients may wish to weigh in, in particular because the deposit insurance limit is currently only $100,000 in specific deposit categories.
Tax Cheat…not me!
The Canada Revenue Agency (CRA) is very serious about tax evasion and non-compliance and readers can expect that they will actively pursue businesses and individuals that engage in tax non-compliance, non-payment or other tax crimes in Canada and abroad, according to their new departmental plan for 2025-26.
Why Canadian Businesses Should Consider EVs
Are more of your clients in the market for an Electric Vehicle? As the global shift toward sustainability gains momentum, Canadian individuals and businesses are increasingly turning their attention to electric vehicles (EVs). Not only do EVs offer long-term operational savings and environmental benefits, but Canada's tax laws also provide substantial financial advantages for business owners. This article explores the key benefits of integrating EVs as a business asset, with a focus on the tax-deductible expenses and financial incentives available in a Canadian context.
