November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?DAC 2019 Media Partners: Investment Executive & Advisor’s Edge
Knowledge Bureau is pleased to announce that Investment Executive and Advisor’s Edge will be the media partners for the 2019 Distinguished Advisor Conference (DAC) November 10-13 in Puerto Vallarta, Mexico.
Budget Season 2019: A Provincial Round-Up
It’s 2019 Budget Season and there is lots of news. In Manitoba it was particularly good news on budget day on March 7, following B.C. on February 19. Meanwhile our two northern territories, the Northwest Territories and Yukon announced theirs on February 6 and March 7 respectively. What are the details? Read on! Then, don’t miss the Knowledge Bureau Special Federal March 19 Budget Report next week.
Charitable Sector Reform: CRA Lifts Suspension on Audits and Restriction on Political Activities
The nature of the charitable sector is changing in Canada. On March 7, 2019, the Minister of National Revenue issued four key recommendations for the administration of new rules relating to the political activities of charities. Some in the sector are rejoicing, but others are wondering about the long term impact of the changes.
Amplify Your Practice: New CE Learning Modules for Advisors
Sun Life and Knowledge Bureau are pleased to unveil Tax in Practice; a series of 10 new CE Modules for advisors who aspire to work with the lucrative small-to-medium business markets. Tax in Practice covers the most recent tax reform changes in order to provide advisors the opportunity to target the unique needs of family business clients by offering high-value advice.
Three Must-Dos to Prepare Savings for Retirement
It’s tax filing season but smart taxpayers will turn this into tax planning season, too. The key question for couples working with tax specialists: how do we maximize our retirement income potential? There are three specific goals to consider.
Tax Tip: Writing Off Your Interest Costs
The difference between good and bad debt often lies in its tax deductibility. Those who leverage their assets as part of their strategic plan to build wealth, will often do so more successfully by earning more income and increasing their net worth. However, should you borrow to invest? Claiming tax deductible interest is often the only consolation for the eroding effect that the costs of debt can have on personal wealth. Here’s what you need to know this tax season:
