Tax Filing for Newcomers in Canada
Canada Revenue Agency (CRA) has issued updated guidance for 2026 to assist new residents in efficiently navigating their initial tax season, something professional advisors may wish to take more time to cover with immigrants to Canada. Filing a tax return is not only a legal obligation for residents but also serves as an entry point to vital benefits and credits that can substantially aid individuals and families as they establish their lives in Canada. Further, it’s important for people to know that it’s a requirement to report world income in Canadian funds on the T1.
Read More
Mark Your Calendar for the April 28 Spring Economic Statement
Mark your calendar for the April 28 Spring Economic Statement and KBR’s Special Report. One cannot help but wonder what taxing provisions may be buried in its pages, coming just two days before the tax filing deadline. This important statement is a touch base on Canada’s finances, bridging two federal budgets and this deserves the full attention of taxpayers and their advisors. Here’s why:
Read More
May 27 CE Summit: Critical PD on Spring Economic Statement & Retirement Income & Estate Planning
Retirement planning has become significantly more complex with new T1, T2 and T3 filing requirements for many of your clients. For these reason, Knowledge Bureau’s May 27 CE Savvy Summit is a critical – and cutting edge - professional development day for advisors in the tax and financial services industry. Learn from award winning tax educator Evelyn Jacks, who will decipher the April 28 Spring Economic Statement (SES); bestselling retirement author Doug Nelson on “Retirement Income Layering at Every Life Stage,” and Leanne Rodrigo’s detailed Estate Planning on Death of a Taxpayer – including corporate owner-managers, plus the latest news on new bare trust filings, inter vivos and Graduate Rate Estates (GRE). Not to be missed: learn T3 Filing fundamentals with Ruth Horst. Here’s the must-know agenda overview: Register by May 13 for early bird tuition rates.
Read More
Advisor Learning Series: Alternative Investments
Mark Your Calendar: Tuesday, May 12, 2026, Toronto. Canadian financial advisors are facing a rapidly shifting investment landscape — one in which traditional portfolio construction is being tested by higher rates, evolving client expectations and growing demand for differentiated sources of return. Against that backdrop, Investment Executive, Advisor.ca and CE Corner are presenting Advisor Learning Series: Alternative Investments, a half-day event featuring the sector’s leading asset managers, and a limited number of complimentary in-person passes for Knowledge Bureau Report readers. Interested attendees are encouraged to reserve early by visiting this link and entering the code KNOWBUR100 at checkout. Find out more details about the event here.
Read More
Action Required: Attest & Renew Your Designation By June 30, 2026
We know you’re busy but please take a moment to check your April 2 emails for your Official Transcript, Attestation Package for Designates and Spring Enrolment Offers to help you get your CE Credits. Here’s an overview:
Read More
Help & Contact: 1 866 953 4769