Help & Contact: 1 866 953 4769
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?
DAC Acuity 2022: The Changing Faces of Wealth
On Monday Oct 17 at DAC 2022, join Judith Chambers, an Investment Advisor at TD, on a panel discussion led by Christine Logan, Head of Marketing (Americas) for Franklin Templeton and co-panelist, Saijal Patel, host of Strictly Money.
New Course: Personal Pension Planning (PPP®) for Corporate Owner-Managers
The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.
Tax Opportunity: Backfill Under-contributions to Tax-Efficient Savings
Fall is in the air which means, from a financial planning perspective, a transition to year-end tax planning activities! Tax savings are such an important hedge against inflation, but Canadians are missing out:
How to Utilize the Tax-Free First Home Savings Account (FHSA) and the Secret RRSP Benefit
The Department of Finance released draft legislation for public comment on the Tax-Free First Home Savings Account (FHSA) first announced in Budget 2022. The scheduled effective date is January 1, 2023; however, it will likely be little later in the year before firms start offering the option to clients.
Inflation Fans: Payroll Taxes Increase in 2023
CRA has just announced increases in the CPP and EI premiums – statutory deductions – that will be payable by employers and employees in 2023. In the case of EI (Employment Insurance), the rates had been frozen for two years; but now, with both plans becoming more expensive, these taxes on labor will shrink both take home pay for workers and cash flow for employers in an inflationary winter.
