Help & Contact: 1 866 953 4769
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?
Summer Publishing Schedule
It’s time for a little summertime R & R, so here’s how our publishing schedule will shake out: There will be no issue of KBR on July 6, 27, August 3 or 31. Enjoy the sunshine, because . . . Christmas is less than six months away!
Life Purpose
"Find out who you are and be that person. That's what your soul was put on this Earth to be. Find that truth, live that truth and everything else will come." Ellen DeGeneres
Avoid Tax on Lump Sums on Retirement or Termination
Whenever possible, avoid adding a large lump sum to your taxable income in one tax year. This can be especially problematic when a severance package or termination payment on retirement is received.
First Budget Bill Passes, But Without Corporate Class Fund Changes
Bill C-15 Budget Implementation Act, 2016, No. 1 has passed in parliament and has moved on to the Senate for approval. This Bill implements some, but not all, of the tax measures introduced in the 2016 Federal Budget.
Changes Begin in July: DAC Enhances New Value Proposition
The Distinguished Advisor Conference agenda, has just been released, chocked full of opportunities to build knowledge and business skills and earn valuable continuing professional development accreditation: check it out for yourself and learn more about the 19 thought leaders who will inspire you!
