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STAY UP-TO-DATE WITH BREAKING TAX AND INVESTMENT NEWS.
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.
March 2025 Poll
In your view, has CRA improved its services to clients and tax preparers this year?
KB Grads in the News – Tracy Khamis, DFA- Bookkeeping Services Specialist™
Tracy Khamis shares how earning her DFA-Bookkeeping Services Specialist™ Designation has added value both for her clients, and for her business. Inspired by Tracy’s experience with a Knowledge Bureau education? Check out this month’s special summer school tuition offer and enrol by June 30!
Biggest Tax News in a Century: An International Corporate Minimum Tax
The tax challenges arising from globalization and digitization have led to the most significant tax news in a century: a global minimum tax on corporations. This was the big tax news introduced at the G7 meeting on June 5, 2021. It is a serious problem that gives corporations the ability to shift profits away from the jurisdictions in which those profits were earned, thereby eroding the tax base. This article will address the basics of those changes.
When Should Retirement Planning Begin?
It’s a good question and the answer is simple: the start date for formal retirement planning is earlier than one would think. In fact, the most successful retirement savings results occur in the early stages of adulthood and they reflect purposefully on two key questions that otherwise plague most people throughout their lifetimes: “Will I have enough to retire?” and “How long will it last?”
Partnership & Trust
Special to Knowledge Bureau Report. In a career approaching six decades, Dr. Graham prizes his pioneering role in Canadian investment research, and also his many national and international investment contacts. Over his career, Michael has made over 20 “pilgrimages” to Omaha to attend Berkshire Hathaway annual meetings. Observations from his latest provide wisdoms for the ages.
KB Designates: Relicensing Deadline is June 30
Last call! Holders of the RWM™, MFA™, and DFA-Tax and Bookkeeping Services Specialist Designations must complete their annual relicensing by June 30 by attesting to their Standards of Conduct including the achievement of 15 annual CE credits. Check out the handy Q&A Relicensing Guide and further details below.
