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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
3.57%
No: 108 votes
96.43%
 

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New Gift Planning Designation for Advisors Now Available

The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce that all three online courses in the MFA-P™ - Philanthropy designation program are now available. The program has been developed over the past year by some of the most experienced leaders in charitable giving. Graduates with these specialized credentials in strategic philanthropy, will be well equipped to pursue new opportunities to build trust by better understanding their clients’ values and critical personal causes.

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Year-End Tax Filing Deadlines: Help Your Clients Minimize Tax

There are some important reasons to talk to your clients over the next 10 days, from a tax point of view. Advisors who want to enhance their value propositions will want to discuss the 16 tax compliance and planning milestones that may impact their finances now until the end of the year.

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Mark Your Calendar: Early Registration Deadlines for your CE/CPD

September marks the start of a new school year. Please be sure you mark your educational calendar for continuing professional development and staff training needs this fall. For your clients, consider the tax filing milestones described above.

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Standards of Conduct and Proficiency Requirements

If you are new to Knowledge Bureau, it may be important for you to understand the Standards of Conduct and Proficiencies we have for our esteemed designates who are professionals in their fields.

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Wealth Preservation Strategies: Time to Shore up Knowledge on Inflation and Taxes

Inflation rose in June and again in July to reach the Bank of Canada’s 2% target inflation rate for the second time in the second consecutive quarter. Why is that important? This article explores the effect of inflation and taxes on prices and asset values, as well as why savers and their team of advisors from the tax and financial services need to pay attention at a time when recession fears are rising.

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