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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.
May 2025 Poll
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
Future: Advisor-Client Privilege Extends to Tax Advice?
From the late eighteenth century to the present day, solicitor-client privilege has been a topic fraught with varying levels of uncertainty, justification, and support.
Seniors Have Option to Defer OAS Pensions for Up to Five Years
Seniors have the option to defer starting their OAS pensions for up to five years (i.e. starting at age 70 rather than 65).
Understanding Synthetic Dispositions – Indebtedness in Exchanges of Property
We continue our Synthetic Dispositions series this week with a look at indebtedness in exchanges of property.
Grow Wealth Using Eight Important Steps
Allowing too much erosion up front (before investing and along the way reduces the opportunity to accumulate, grow, preserve, and transition wealth and cripples the power of compounding.
