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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?
Are You Missing Your Medical Expenses?
It pays to hunt down medical expenses and claim them over the best 12-month period ending in the tax year. There are numerous out-of-pocket expenses that qualify, ranging from batteries for hearing aids to driveway alteration costs for disabled family members... and most tax payers miss them.
Tax Help for Charitable Canadians
Giving to charity is a noble thing to do. From a tax viewpoint, it’s also the gift that keeps giving back. However, if you’re claiming charitable donations on this year’s return, you may notice new complexity. Check out our true-to-life scenarios and the tips that follow.
New Couples: Ten Tips on Avoiding the Tax Auditor
As the May 1 personal tax filing deadline approaches, it’s appropriate to be reminded of the tax audit season that follows, especially for new couples. Filing errors in reporting marital status, and especially common-law relationships, could be the first big challenge when faced with a tax review. Advisors can help by discussing a few key tax definitions:
Spotlight on Canadian Financial Authors: Kimberly McLarty
In Canada’s 150th year, Knowledge Bureau is pleased to put the spotlight on Canadian Financial Authors and celebrate Financial Advice at the Crossroads of Change at DAC Nov 5-8 in Kelowna. This week: Kimberly McLarty discusses: Re-Evaluating Business Resources: A Group Insurance Specialist May Be of Help.
Financial Trivia Contest: Win a Free Registration to DAC, Nov. 5-8 in Kelowna
How’s your luck? Try it out and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Come to Kelowna and think more clearly about this year’s theme: Financial Advice at the Crossroads of Change. Here’s April’s question:
