Help & Contact: 1 866 953 4769
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.
July 2024 Poll
Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?
The Clock is Ticking: Last Chance to Register for the Advanced Tax Update
If you are a tax, bookkeeping or financial advisor looking to sharpen your technical tax knowledge to accurately prepare personal tax returns or provide sound financial planning advice this tax season, don’t miss Canada’s most comprehensive T1 Advanced Tax Update. Besides the comprehensive 330-page course, CE Summit attendees receive a three-month subscription to EverGreen Explanatory Notes, and a full day of peer-to-peer training with expert instructors. It’s an outstanding value dedicated to enhancing your value proposition.
Celebrating Newly Graduated DFA-Tax and Bookkeeping Services Specialists™
Join us in celebrating our 2019 graduates who completed their DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designation programs. Knowledge Bureau is so proud of your achievements and we look forward to sharing knowledge with you in 2020.
Coming Soon: Master Your Retirement, 10th Anniversary Edition
It is estimated that about 425,000 Canadians will retire each year by 2020.* But for many, it will be a retirement that includes debt, according to recent reports on the proliferation of reverse mortgages**. Are Canadians planning soon enough for the one big question most worry about: will there be enough? A new edition of the best-seller Master Your Retirement by Douglas V. Nelson will help.
The Tax System Needs an Overhaul: Pros Weigh In
The tax system is not getting any easier for Canadians to comply with and things may get worse in tax season 2020. With a complicated new 8-page T1 return on the horizon, Canadian taxpayers already dissatisfied with their tax department service levels* join ranks with KBR poll respondents: over 90% of tax, bookkeeping and financial services pros answered a resounding no when asked: “As we begin a new decade, do you feel the evolution of our tax system has been positive?” Still, there were a few happy campers.
Manitoba: Tax Changes Put Spotlight on Financial Planning in 2020
If you live in Manitoba, you’ll be getting tax relief from a number of post-election provisions that are noteworthy from a financial planning point of view. The removal of sales taxes on income tax preparation fees, home insurance, and the preparation of estate planning documents such as wills, health care directives and Powers of Attorney make an interesting case for having important financial planning conversations as a new decade begins. Probate fees will also be eliminated in July 2020.
