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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?
The Mentorship Series: Stories About Distinguished Advisors’ Unique Value Proposition
FOR IMMEDIATE RELEASE – Tax and financial advisors are under the microscope for their performance, competency and high value. Hear the stories of distinguished professionals who are unafraid to embrace the new challenges of regulation and change.
Spotlight Series: Yasemin Aygun , DFA-Tax Services Specialist, is part of a network of change agents
Yasemin Aygun, owner of Bookkeeping Bizz in North York, Ontario, offers bookkeeping, payroll, and tax and advisory services through her firm. A recent graduate of the Knowledge Bureau’s DFA-Tax Services Specialist designation, she knows how valuable professional development is in helping her differentiate her firm from other financial advisors.
DAC Agenda Released: 18 Distinguished Speakers Take On Cutting Edge Topics
Winnipeg, MB - Top tax and wealth advisors from across Canada will travel to Puerto Vallarta later this fall to participate in a strategic think tank on the challenge of building multi-generational relationships in a global environment in which digital communications both enhance opportunities and present new risks.
Brief Clients About CRA Fraud And E-Mail Scams
It’s a warm summer day. You’re relaxing in the yard and wondering what could possibly make this day better. And then, out of the blue, you receive an e-mail from Canada Revenue Agency stating that they’ve discovered they owe you money! Could this be true? Or, do you need to wake up and smell the coffee . . . .? There are two scams in particular to brief your clients about: Refund and Collection Scams.
Underground Economy: Teaching to the Perils Part of a Professional’s Role
The Underground Economy (UE) is a significant global problem that causes economic erosion for all participants in the financial eco-system. However, it also presents an opportunity for professional tax and financial advisors to rise to the occasion in educating their clients on the issue.
