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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.
January 2025 Poll
Do you agree with extending the charitable donations giving deadline to February 28, 2025 for the purposes of reducing taxes on the 2024 tax return?
Conversation Starters: Is Universal Childcare the Right Model for Millennials?
The $30 billion national day care initiative announced in the April 19, 2021 federal budget deserves a deeper dive, especially in conversation with your Millennial clients. It is important, it will be expensive, but it may not be the right model for the times. The issue has already garnered some important debate that provides a 360 degree lens. There are lots of worries too, ranging from health and safety to financial affordability and tax deductibility.
Growing Your Business – Understanding the Business Life Cycle
To scale a business means to grow it without a big increase in resources. In fact, when your systems and procedures, technology, funding and staffing are all set up to build on the demand coming your way, the happy result is both top line and bottom line growth. The difference, post-pandemic will be that to some degree, business owners are all starting a new business cycle again. What do we mean by that?
Mark Your Calendar: Tax & Financial Milestones in May and June
The focus after April 30 is tax filers who are late and proprietors who have until June 15 to avoid late filing penalties. However, this is also the time to think about your business and how to build on the momentum you have created during tax season. Consider these milestones!
Shift Gears to Focus on Retirement, Estate and Tax Planning 2021
The May 20 Virtual CE Summit: The most important virtual summit you can attend to help your clients with their tax, retirement and estate planning for 2021. The federal budget provisions will have an effect on the tactics you need to use for sound retirement planning in a post-pandemic world, and with the height of this tax season behind us, it’s time to look ahead to the future.
Reconnect: May Networking Events
Looking for new professional development and networking opportunities? Be sure to mark your calendar now! In addition to the May 20 Virtual CE Summit, we have two complimentary events on May 26 and 27 for those in strategic wealth planning fields looking to network with like-minded individuals and expand upon your value proposition with new conversation starters and approaches. Take a look and register now:
