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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?
It’s Complex: Your Relationship with the Tax Refund
Canadians have a unique perspective on tax refunds – they seem to love them! Taxpayers have the tendency to use the refund as a savings strategy, according to our February poll. It’s something the pros don’t necessarily agree with, but 75% of them felt that reducing tax withholdings would have no benefit in helping Canadians manage their money.
You’re in Luck: St. Patrick’s Day Folklore and a Special Offer
Do you know why we celebrate St. Patrick’s Day as a day of luck and good fortune? We’re pleased to share some fun facts and folklore about the luck o’ the Irish and extend a lucky charm to you: a special tuition offer.
Enable Financial Peace of Mind Through Professional Collaboration
New from Knowledge Bureau: Join the Society of Real Wealth Managers™. It’s a national network of financial specialists who enable peace of mind by taking a multi-stakeholder approach to family wealth management. Professional collaboration is so important in uncertain financial times. Become a charter member at an introductory fee, upskill and get connected today.
Get Your Knowledge Journal: Learn About the Longest Tax Return in History
At 8 pages, the 2019 T1 return is the longest tax form in history. It could also be the most complex, says Evelyn Jacks, President of Knowledge Bureau. With tax season beginning, professionals who are not yet familiar need to learn about the changes to the forms, line numbers and the detailed legislation behind them.
Cut the Delays: CRA Ombudsman Makes 15 Recommendations
It all takes much too long: that’s the message the Taxpayer’s Ombudsman had for the CRA with the release of report that culminated in 15 recommendations focused on cutting incredibly long wait times for tax assessments and adjustments. What’s considered too long? Taxpayers, professionals, CRA and the Ombudsman appear to have very divergent views.
