New $150 Disability Benefit Payment: Who Will Receive It?
Your clients who receive the Canada Disability Benefit (CDB) may now be in line for a one-time supplemental lump sum payment of $150.00. The payment is intended to offset the cost of obtaining the disability tax credit (DTC) which is required if they are to receive the Canada Disability Benefit (CDB) and the payments began on September 17, 2026. Did your eligible clients receive it?
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Year-End Tax Planning: After the Mid Terms
Advisors working with individuals, investors and business owners, the final months of 2026 bring together personal tax changes, investment decisions, owner-manager compensation, cross-border considerations, charitable giving and planning for retirement and estates. This year is particularly interesting as the world braces for the results of the U.S. Mid terms on November 3. For these reasons, Knowledge Bureau has assembled a Tax Powerhouse for its November 5 CE Savvy Summit. Register by October 22 to hear and learn from these experts:
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The Caregiving Conversation: Are Advisors Asking the Right Questions?
Caregiving can have significant implications for a family’s finances, retirement plans and overall well-being, but how often does it become part of the financial planning conversation before a family is already facing it? At the 2026 Acuity Conference for Distinguished Advisors, Erin Roy, CFP®, Principal and Market Leader for Western Canada at Edward Jones, will lead a discussion on the financial realities of caregiving alongside Jack Groucott, CFP®, Financial Advisor and Planner, and Liz da Mata, CFP®, DFSA™, Financial Advisor. The session, sponsored by Edward Jones, takes place November 24 in Victoria, B.C.
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Observing National Truth and Reconciliation Day
In observance of Canada’s National Truth and Reconciliation Day, September 30, Knowledge Bureau will be closed, to allow staff and students to remember and honour Residential School Survivors, their families, and those who never returned home and reflect on their personal participation on the Journey to Reconciliation.
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More Taxpayers Owe More in Penalties and Interest
It’s an expensive trend and a big wealth eroder: More people owe larger amounts to the CRA at tax filing time and the interest and penalties collected by the taxpayer are increasing[1]. Tax and financial advisors can bring a big value added service to their clients by helping them mitigate these costs. To make matters worse, these costs are not tax deductible either, even if the underlying reason for them is a business tax liability.
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