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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.
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?
Kelowna Is Host City to Top Financial Speakers and Advisors
Kelowna Is Host City to Top Financial Speakers and Advisors. Twenty-Five Exceptional Financial Speakers at 2017 Distinguished Advisor Conference.
Seven Business Disruptors That Require a Leader’s Attention
Leadership matters, especially when you consider all the disruptions that appear at your business doorstep every day. How to survive them? Lean into them! In fact, there are seven key disruptors you must address immediately with your team if you are concerned about successfully growing your business to the next level.
Which Employee Benefits Are Taxable?
A couple of weeks ago, the financial news of the day involved a controversy about the taxation of employee benefits. CRA was enforcing its interpretation of the law in relation to the taxation of the benefit of receiving employee discounts at work. After a political outcry, CRA backed down, leaving several question marks.
Final Tax Instalment for 2017: Help Clients Budget for Savings and Holidays
Do you need more cash flow before Christmas? It’s a great question for tax and financial advisors to ask their clients who are pensioners, divorces or proprietors. That’s because the final quarterly tax instalment of the year is coming up soon – December 15 – and with proper planning, it might be avoided.
Financial Professionals Agree that the Demise of Canada Savings Bond is Appropriate
Our October Poll delivered surprising results regarding the demise of The Canada Savings Bond. Most financial professionals polled agreed, indicating that TFSAs are a better alternative. However, it’s clear that some Canadians attribute nostalgic value to CSBs.
