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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

Deadline October 1:  DAC Client Innovation Scholarship

Applications for the 2016 DISTINGUISHED ADVISOR CONFERENCE CLIENT INNOVATION SCHOLARSHIP AWARD are now being accepted.  It’s a new award at DAC this year, open to practicing advisors of all ages; who have been actively engaged in the financial services industry for at least five years.

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Increase your value proposition with Knowledge Bureau Advanced Payroll course

Payroll is an important component of year-end planning as owner-manager compensation and employee bonuses and benefits are calculated. In other words, tax has a heavy influence on both business cash flow and employee after-tax results.

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Students in the News:  From Good to Great:  Delores Moskal

We love sharing feedback from our recent graduates. This week we feature the success story of Delores Moskal from Yorkton, Saskatchewan, who recently graduated from Knowledge Bureau’s Business Valuation for Advisors course.

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Life Purpose

"Take criticism seriously, but not personally. If there is truth or merit in the criticism, try to learn from it. Otherwise, let it roll right off you." Hillary Clinton

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Tips to Minimize Instalment Payments

September 15 is the date on which the third quarterly tax instalment must be remitted to CRA, to avoid interest costs on amounts owing for 2016. CRA may have sent a notice, but is the amount shown on it what is really owed?

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