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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 2016: Mastering Retirement Income Layering Critical to Your Value Proposition
There’s the old way of doing retirement income planning: how to spend every last dime before you die. (Not very precise, given that we can’t usually pinpoint the day.) Good thing there’s the new way: retirement income averaging and layering.
Advanced Tax Knowledge Needed for Year End Planning Opportunities
Highly qualified tax advisors are in high demand, not only by their clients but by financial advisors who seek their services and advice.
Publishing Reminder and Upcoming Events
Knowledge Bureau is taking a short summertime break and would like to remind you that there will be no issue of KBR on July 27 and August 3. Next issue of Knowledge Bureau Report will be published on August 10. Knowledge Bureau would also like to remind you of some key dates to mark in your calendar.
Life Purpose
"If you accept the expectations of others, especially negative ones, then you never will change the outcome." Michael Jordan
Early Retirement Your Employer’s Idea? You Have Options
For those who become unemployed, Employment Insurance (EI) benefits may be available and they are taxable. In addition, if you are a high-income earner in the year you receive the benefit, these benefits may also be subject to repayment.
