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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.

This Week’s Edition of KBR:

March 2025 Poll

In your view, has CRA improved its services to clients and tax preparers this year?
Yes: 4 votes
4.71%
No: 81 votes
95.29%
 

Cast Your Vote

Speak Up: The Government Wants to Know Your Priorities for the Next Federal Budget

The federal government is asking for your opinion in advance of the upcoming federal budget. Four priorities have been brought forward for your consideration, and you can submit your feedback electronically.  But, is much of the agenda already set?

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New Journalism Tax Credit: No Lines or Forms Released to Claim it Yet

A new maximum non-refundable tax credit of $13,750 per eligible employee is available starting in 2019 for Qualified Canadian Journalism Organizations. The 25% refundable credit will apply to qualifying labour expenditures of up to $55,000 if they are incurred in the tax year beginning on or after January 1, 2019. The trouble is that there is no line on the tax forms for the credit and the required schedules won’t be available until May. Still, the claim must be done on time. Here’s what you need to know:

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Special Offer Ends This Week: Meet Your 2020 Professional Development Goals

It's your last chance to take advantage of these special offers to meet your 2020 professional development goals before month-end. Get new credentials or train your team, by taking any two online courses from Knowledge Bureau for only $995. It’s a savings of $595. Plus, for a limited time, you can get more study time for half price. Act by January 31!

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DAC Acuity 2020 in Niagara Falls: You Could Come as Our Guest

You could come as our guest to DAC Acuity 2020 in Niagara Falls October 28-30. All Knowledge Bureau graduates who completed an online program as a designate in 2019 or by January 30, 2020 can enter our draw to win one free enrolment to DAC Acuity 2020. But act fast! Entries will only be accepted through tomorrow.

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Financial Independence – What Does it Really Mean?

The Sussexes and their quest for financial independence has been all over the global news.  Their dilemma is not that uncommon to many couples their age.  What does it take to embrace financial independence and why is that so critical in an individual’s true evolution into adulthood?  It’s a question many financial advisors may find themselves discussing with affluent families across Canada.

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