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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?
Fostering the Development of Future Leaders: Young Advisor Award
At November’s Distinguished Advisor Conference (DAC), Knowledge Bureau will be honouring tomorrow’s future leaders as the recipients of the Young Advisor Award. Applications are being accepted until June 30, 2018!
Child Benefit Enhancements: Government Improves Access to Social Benefits
The Canada Child Benefit (CCB) will increase this July for families that filed a 2017 tax return. However, the requirement to file a tax return is just one of the reasons why thousands of Canadians can’t access these generous, tax free benefits. The government will soon spend more on awareness; but the tax and financial services community can assist, too.
Leave Your Legacy: A Gift to Family
Father’s Day is coming up soon, and it’s a time to make and share memories. Wouldn’t it be a wonderful gesture to start a new tradition: to leave not only a financial legacy to the ones you love, but also the gift of family history at a time like this? Financial advisors can encourage families to do so, as part of their retirement and legacy planning.
The Middle Class Is Shrinking: Your Expert Advice Is Needed
One major goal of the 2018 federal budget was to strengthen the middle class which keeps shrinking in Canada. There is meaningful opportunity for tax and financial advisors to do the work necessary to help their middle clients and improve Canada’s economic future in the process.
Sneak Peek! Add Tax Consultancy to Your Services
As the owner-manager of a thriving tax preparation, bookkeeping, accounting or financial services practice, your future success is dependent upon the knowledge and skills of your team, especially with technological advances. It's time to go beyond the basics and learn more about providing tax consultancy services. The newly updated Intermediate Personal Tax Preparation can help!
