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Financial Issues & Answers for Everyone
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 2025 Poll
Do you believe Canada’s tax system based on self-assessment has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
CE Summit Delegates in the News: Ruth Horst
Ruth Horst from Hamilton, Ontario specializes in personal income tax filing and, as the early-bird registration deadline for this year’s CE Summit personal income tax update draws near, she shares how these workshops have provided important benefits to her role.
New and Available in January! Defusing the Family Business Time Bomb
A new book by Jenifer Bartman and Evelyn Jacks will be released next week by Knowledge Bureau. It addresses a common family secret that plagues millions of Canadians from coast to coast: what to do with the family business time bomb at a time when boomers are contemplating retirement.
Giving Back in 2019? Consider Donor-Advised Funds
The desire to make a difference is gaining momentum with people of all ages, as individuals see their personal wealth not only as a means to live well, but also as a way to contribute have social impact or create a meaningful legacy. Advisors need to be able to help philanthropic-minded clients convert their wealth into some form of social capital. One option: Donor-Advised funds (DAFs).
Breaking News: Canada Officially Introduces Climate Action Incentive Payments
On December 13, the second Budget Implementation Act was granted Royal Assent by the House of Commons*, thus giving the green light for Climate Action Incentive payments to offset new carbon taxation programs coming into effect April 1, 2019.
Get Ready for 2019: Six Great Tax Moves and Audit-Busters
Gift the gift of knowledge throughout 2019! Make increasing your clients’ tax literacy your 2019 new year’s resolution, and share these essential tax moves and audit-busters that will help them in their dealings with the CRA next year.
