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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?
Inter-Spousal Loans: A Rare Income-Splitting Opportunity
With the recently proposed tax reforms, more doors continue to close on opportunities for income-splitting between spouses. However, there is still one key strategy—the inter-spousal loan—that can minimize tax where one person in the couple earns significantly more than the other.
Please Help Us Thank Our DAC 2017 Sponsors
Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!
Critical Financial Education on Family Business Tax at November CE Summits
The tax proposals introduced on July 18, 2017, are complex and continue to evolve, promising some mind-numbing complexing for business clients. Tax and financial advisors need to gain a thorough understanding of the intricacies of these proposals in order to reduce the impact on their clients. The November CE Summits will address this need, in a focused session featuring family business tax expert Larry Frostiak. Note - Registration ends today, November 15.
The Paradise Papers, Pre-Budget Consultations and The Real Tax Gap
This week brought more controversial tax news to Canadians: the Paradise Papers and a new tax “consultation”; this time in advance of the 2018 Federal budget. The elephant in the room in both these stories is the unfinished “consultation” on the massive tax changes proposed for private businesses.
BEST DAC EVER: The Advisor’s Role at the Crossroads of Change
The Distinguished Advisor Conference was an outstanding success with all of the speakers delivering thought leadership with passion and conviction to the theme: Financial Advice at the Crossroads of Change.
