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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?
DAC CANADA150 Financial Trivia Question for January
Submit your answer to the monthly DAC Canada150 financial trivia question to win a free registration to the Distinguished Advisor Conference in spectacular Kelowna, B.C., November 5 to 8. At the end of each month one lucky person’s name will be entered to win the grand prize.
It’s Not Too Late: Register Now for the most famous line-by-line T1 Bootcamp
Hundreds of professional tax advisors are lining up to think with us at the annual Line-by-Line Tax Bootcamp and there is still time for you to come up to speed for tax season, network with great tax experts and join the fun in Edmonton – January 19, Toronto – January 23, Ottawa – January 24 and Winnipeg – January 25.
Take a next step in your professional career: T1 Tax Preparation – Advanced
After successfully completing your T1 Tax Preparation – Basic course, the next step is to move onto the advanced course T1 Professional Tax Preparation – Advanced.
People in the News
“I have a broad range of experience in and knowledge of the Canadian and, to a lesser degree, American tax system. I enjoy keeping up to date and current on the subtle year to year changes in the tax laws and how these changes affect my clients. I also have a personal and special interest in various aspects of real estate, be it ownership or rental. I look forward to helping my clients maximize their returns and provide advice on the best course of action for their particular needs.” Munly Dobson, DFA - Tax Services Specialist™, British Columbia
