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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?
Advanced T1 Tax Update: Early-Bird Registration Ends Jan 15
Are you training new and returning staff working in independent tax filing firms? Perhaps you are a CPA in public practice, a financial advisor, public trustee, legal or financial assistant, municipal officer, payroll or software company serving individuals and business owners with tax compliance? Then don’t miss Knowledge Bureau’s acclaimed Advanced T1 Tax Update 2021 for 2020 T1 Returns. Here’s what’s new in our innovative offerings this year:
Differentiate Yourself as a Real Wealth Manager
With the dramatic increase in online transactions and digital solutions, and the challenges and opportunities presented by the pandemic, clients require more frequent professional communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders in a highly complex tax and investment environment. Differentiate yourself as a Real Wealth Manager™ to help with high value professional skills. Consider the following:
2021: Maximize Lockdowns to Excel in a Very Different Tax Season
This year, the tax season will again be different, particularly with new rules stemming from pandemic benefits and tax credits and the complexity they have created for tax filers. And, lots has changed at the CRA, too. That’s why there is a great opportunity for professionals and new entrants to the tax preparation market to improve their credentials during the continued lockdowns.
Gratitude for Health, Family and Community
It is the time of year for us to reflect on how lucky we are, despite the incredible challenges of 2020. We are mindful of our good health and the privilege to continue to serve, while others have suffered the terrible losses that have come with the reality of the pandemic. For these reasons, we will be making a donation to our local food bank and our local animal shelter and we hope that you will consider doing the same.
The Secrets to Financial Security Released
A new Statistics Canada Report, the “2019 Survey of Financial Security” was released on December 22 and provides some important insights to what Canadians need to do to build financial security, especially when recovering from these uncertain times. What secrets were revealed? Here’s a hint: it relates to the holding of specific assets that drive wealth accumulation.
