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.
March 2025 Poll
In your view, has CRA improved its services to clients and tax preparers this year?
Portfolio Risk Management in Retirement Course to Efficiently Manage and Increase Family’s Net Worth
Canadians who reach age 65 are more likely than ever to live into their 90's thanks to healthier lifestyles and a decline in heart disease. But this lengthens the retirement income planning period. Therefore, a renewed focus on continued capital accumulation and preservation is as important as the tax-efficient withdrawal of funds. Knowledge Bureau’s recently updated Portfolio Risk Management in Retirement course reviews the measurement and calculation of risk and return from this perspective.
People in the News
Gain confidence and trust of your clients: Wisdoms from Sharon Timson, DFA - Tax Services Specialist, Manitoba
Life Purpose
"I am grateful for the blessings of wealth, but it hasn't changed who I am. My feet are still on the ground. I'm just wearing better shoes.” - Oprah Winfrey
Are Legal Fees Paid to Collect Severance Tax Deductible?
Leaving a job can be a painful experience if it’s not your idea. Often legal challenges erupt. That can be costly. . .but can the CRA provide any relief when legal fees skyrocket?
Uber Drivers and Salespeople: Claiming Automobiles is Tricky
What do commissioned sales people and Uber drivers have in common? They each will want to know the difference between an automobile, a passenger vehicle and a motor vehicle, especially if they are keen on claiming all the deductions possible against their income this tax season. Especially when using a car for salaried work, commission sales or self-employment, it pays to file an audit-proof return, as these claims are often audited.
