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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?
Avoid Penalties: File TFSA Return by July 2
The TFSA filing deadline is coming up on July 2 (the standard June 30 deadline falls on a weekend). It doesn’t apply to all TFSA investors, but for those who do have to comply, abiding by the guidelines is essential to avoid penalties.
Canadians Want Changes to Tax Filing Deadlines: Poll Results
In May, we asked Knowledge Bureau Report readers whether Canada’s current tax deadlines make sense – and the general consensus was that the existing system needs to change. Some of the suggestions from professionals in the tax and financial services industry might surprise you.
Canada’s Economic Future: Immigration is Essential for Growth
Reports from the recent 2018 Immigration Summit in Ottawa, show that immigration is going to be essential for the future of the Canadian economy. But, where are the career opportunities for newcomers to Canada, or those those returning back home?
Time for a Leadership Reboot: What’s Your Passion Statement?
Your passion statement is all about the “why?” When’s the last time you took the time to reconsider why you do what you do? Whether you’re a proprietor or have leadership aspirations to grow your career, this is the driving force that is the basis of your business goals. Join Knowledge Bureau to recommit to your life’s work at November’s Business Builder Retreat.
Sneak Peek! Advisors Require Technical Skills Before Death of a Taxpayer
Each year, 1 percent of the population passes away, generating tax consequences and other financial implications that impact remaining family members.Yet, often tax and financial advisors are hesitant to focus on tax-efficient estate planning, leaving it to attorneys instead. But you can add value as a more trusted advisor by offering a more holistic approach to a powerful financial moment by honing skills in discussing the tax consequences on death of a taxpayer.
