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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?
Business Valuation: A Critical Skill for Year End Planning with Business Owners
Knowledge Bureau’s Business Valuation for Advisors course will help an advisor become a valuable resource to their clients when considering business valuation issues.
After The Election: How to Plan For Tax Changes
The new Liberal government outlined several significant tax changes in their election platform. If they make good on those election promises in tax year 2016 and beyond, millions of Canadians will be affected financially; some will be winners and some will be losers.
Evelyn Jacks’ Top Three Year-End Tax Filing Tips
The family’s tax returns are a great place to look for year-end planning opportunities that will create new money for that Christmas vacation or will help to pay off those credit cards come January. But the time to focus on this process is before the snow flies.
Jeffrey Simpson Presents Post-Election Perspective at DAC
Must-Hear Post-Election Insights from a Premier Globe and Mail Commentator
Year End Planning: The Election Has Changed Everything
Year end tax planning will need to be rethought in light of the dramatic change of government in Canada. The most significant questions surround the implications for both winners and losers.
