Help & Contact: 1 866 953 4769
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?
Achieving a Healthy Balance: Business Planning Matters
How maxed out is your time? Most business owners struggle with this – too much to do, too little time. To prioritize consider: are you spending more time working on the creation of income or the creation of wealth? They are conjoined for sure, but by executing on financial priorities that are critical in all the important spheres in your life –in a healthy balance – you will likely achieve more of both.
What’s Your Why? Wake Up Your Latent Potential at Acuity 2024
Are you passionate about honing your technical expertise, building your businesses as well as personal connections? Then you will want to engage with Canada’s top tax and financial influencers – and join their ranks – at Canada’s only multi-disciplinary conference November 10-12 in Montreal: the 2024 Acuity Conference for Distinguished Advisors! We are so pleased to announce the return of Pro Tax Block and Mandeep Duggal as this year’s Title Sponsor. Mandeep is an inspirational and influential new business leader in Canada. Take a moment to find out why:
What Does it Take to Become a Fellow of Distinguished Financial Services (FDFS™)?
Would you like to earn the coveted FDFS™ Designation? These Distinguished Fellows are honored for their distinguished services as influential thought leaders, who have demonstrated a commitment to the noble cause of teaching and writing by engaging others in the high standards of knowledge they share. In doing so, they have also demonstrated an extraordinary commitment to shaping the future of the tax, accounting and financial services industries. Here’s how you can get involved:
Real Wealth Management™: Collaborative, Future-Oriented Financial Planning
The RWM can make a huge difference in how you grow your future business and influence the wealth accumulation, growth, preservation and transition your clients are making decisions about. We invite you to take a few minutes now to watch the Meeting of the Minds session with Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist™, FDFS™ who provides his “Why” – the evolution of the difference it made for his firm, the valuation of his company and the culture that prevailed for his dynamic employees. Plus, take advantage of a special offer: save 15% when you enrol in the RWM™ Program with code RWM15. Offer ends June 30.
Capital Gains Inclusion Rules Tabled June 10, 2024
A detailed Notice of Ways and Means Motion (NWMM) outlining important changes to the Canadian tax system were introduced in the two weeks before the existing rules on capital gains inclusion end on June 24, 2024. The capital gains inclusion rate will be raised to 66 23% for corporations and trusts, as well as individuals with capital gains over $250,000, on or after June 25, 2024 if this NWMM passes into law. The complexity it brings to tax filing in 2024 and future years, is evident in this draft legislation. For even more detail, subscribe to KBR and download our Special Report on Capital Gains Inclusion Rules.
