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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?
Cost of Employee Financial Stress
Stress. We all feel it. In fact, we need a certain measure of it in order to perform well. But, what happens when that stress becomes unhealthy? It can manifest itself in the workplace from distracted or lacklustre work to some employees taking stress leave. The costs to an employer can add up rapidly. For tax and financial advisors, understanding the root causes and financial implications of client stress is critical. It’s not just a personal issue; it’s a business issue—and one where your expertise can make a measurable difference.
Master the Future of Retirement and Estate Planning: May 21 CE Summit
As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
Reassessing Attendant Care Expenses and the Disability Tax Credit
With the personal tax filing deadline behind us, now is the time for a second look—especially when it comes to medical expense claims and eligibility for the Disability Tax Credit (DTC). Many Canadians with disabilities, or those who care for them, may have overlooked or under-claimed important tax benefits during the initial rush to file. Post-tax season is the perfect opportunity to review, adjust, and plan for maximum tax efficiency going forward. One area worth special attention is the intersection of attendant care expenses and the DTC—a combination that, if not claimed carefully, can leave tax savings on the table.
New Micro-Credentials Support Owner-Managers and Workplace Wellness
Knowledge Bureau is proud to introduce new micro-credentials in Small Business Services through a new CE Mastery Program, designed to give business owners and their teams the financial confidence and knowledge needed to drive better outcomes — both in the business and in life.
KBR Poll: A Huge Opportunity for Tax Reforms
The Knowledge Bureau News Network was vibrant last month, especially in the Knowledge Bureau Report Poll. Over 98% of readers who answered overwhelmingly were in favor of tax reforms and they had some great comments as well. Take a look:
