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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.

This Week’s Edition of KBR:

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?
Yes: 115 votes
83.33%
No: 23 votes
16.67%
 

Cast Your Vote

Differentiate with High Standards Of Service Excellence

THE MFA and DFA-Specialist Designations identify a select group of Wealth Advisors who have specialized skills within the tax and financial services industry. These programs, available exclusively through Knowledge Bureau and its strategic partners, lead to mastery in tax and bookkeeping services, business services and retirement and estate services under a platform of Real Wealth Management™.

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DAC Nov 5-8 in Kelowna: Enter March Financial Trivia Contest

You can enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be:  CANADA 150: Financial Advice at the Crossroads of Change.

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People in the News

Laramie Tan-Amit Developed Her Competitive Edge as DFA – Tax Services Specialist:

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Life Purpose

“As we look back and move forward, we would all be advised to remember that pride goes before the fall.” Former Bank of Canada Governor, Mark Carney in Geneva, 2010

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What Expenses Can Commission Salespeople Claim?

Employees who earn their living negotiating contracts for their employers or selling on commission may claim certain itemized sales expenses.  In all cases, however, receipt keeping is key; as is the availability of employer-signed Form T2200 Declaration of Conditions of Employment in case of audit.

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