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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.
July 2025 Poll
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
Your Notice of Assessment: Don’t Misplace It
One document you must remember to keep track of after filing your tax return is your Notice of Assessment or Reassessment from the Canada Revenue Agency (CRA).
RRSPs: Pay Attention to Leap Year & Earn Lucrative Refundable Tax Credits
Many people don’t understand one of the most fundamental reasons to file a tax return: claim lucrative refundable tax credits. It’s especially important for families that qualify for the Canada Child Tax Benefit, which is expected to be enhanced this July.
Tax Strategies: A Key Component in Your Clients’ Wealth Plan
Using comprehensive tax reduction strategies as a leading weapon in sustaining family wealth always makes sense, but never more than this year. In an investment climate in which there is very little certainty, it pays to look for winners we can count on: tax-efficient investments, for example.
Tax Tips: Employed Abroad? Your Tax Refund Could Be Bigger
Taxpayers who performed services outside Canada for more than six consecutive months during 2015, for either a qualifying Canadian employer or a Canadian-owned foreign affiliate, will qualify for a special tax credit.
Your Practice: Empathy is the Currency of Trust
Tax and financial advisors agree: more than ever, empathy is a key ingredient of successful advisor-client relationships. This was borne out in a presentation by Craig Dowden, Ph.D., at the recent Distinguished Advisor Conference. Registration is now available for this annual event, being held in San Diego, November 6 – 9, 2016.
