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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?
The Next Generation Speaks: A DAC Panel Discussion
Knowledge Bureau and Manulife Investments, title sponsor of the Distinguished Advisor Conference and co-sponsor of the DAC Young Advisors Award, were delighted to announce last week the inaugural winners of this prestigious award.
Tax Tips: CRA Will Auto-Fill Your Return This Year
Technology has made the obvious possible: In most cases, the CRA already knows what your income is, because they have a copy of your information slips from employers and financial institutions. Now, starting in 2016, for the 2015 tax filing year, CRA is introducing the “Auto-fill my return” function.
Death of a Taxpayer– Being Proactive With Your Clients Instead of Reactive
Death is never timely, yet it comes to at least one per cent of the population each year. Advisors need to be able to help their clients minimize the income tax consequences before the event occurs.
Distinguished Advisor Conference Special Offer: RSVP by February 15
What does it take to be a Top Gun in the financial services? To be amongst the most highly regarded in your industry, you must exhibit the characteristics and skills reserved for the elite: exceptional academic achievements, outstanding personal leadership and teamwork abilities and most of all, a stronger drive than others to be at the top of your field.
Life Purpose
“No one’s happiness but my own is in my power to achieve or to destroy.” - Ayn Rand
