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Financial Issues & Answers for Everyone
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.
June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?
The New UHT Still Evokes a Scary Memory
Halloween is right around the corner, with the annual treats already proliferating in local retail outlets. For most tax professionals, however, this brings a reminder – if not a recurring nightmare – about the first Underused Housing Tax (UHT) filings which were abruptly aborted by CRA the afternoon of October 31. Since then, more changes to the UHT have been passed into law, specifically in Bill C-69 on June 20, 2024. This brings more certainty to the tax and filing requirements, briefly summarized below, and an audit alert.
SimpleFile: A Summer Project
This summer another half a million people were invited to try the SimpleFile pilot project; bringing the total number of invitees to two million potential tax filers of the 2023 tax return. The project has had minimal uptake so far: only 50,000 people (0.2% of all tax filers) have used it in the period February 5, 2024 to September 2, 2024. What’s the objective for this big project?
Canada’s Fall CE/CPD Tour: 9 Events September 18 - November 12
Choose your CE/CPD Adventure! Knowledge Bureau and its esteemed partners proudly present 9 impactful events for your professional development. Mark your calendar now, register below and come think, collaborate and connect with your peers – live or in person!
Introduce New Specialized Credentials to Your Team Training by Sept.15
Are you training your team this fall? Now is the time to take advantage of our lowest tuition fees of the year, and enhance your team’s specialized credentials from our Distinguished Master Advisor (DMA™ Designation Program) or Real Wealth Manager™ Programs and introduce new Specialized Credentials to your team’s training plan! Choose from Personal or Corporate Tax, Accounting, Retirement, Small Business Management and Wealth Management streams.
Register Now to Celebrate at the 2024 Acuity Conference in Montreal!
Are you ready to celebrate and network with the best thought leadership in the tax and financial services at the 2024 Acuity Conference for Distinguished Advisors? Don’t miss the final opportunity for early-bird savings and reserve your spot by September 15, your tuition includes the Wine and Cheese Meet & Greet (exclusively for KB Designates), the Opening Reception and Knowledge Bureau Awards Dinner on Sunday, November 10. Then on November 11, you’re invited to join us the beautiful Rialto Theatre for the Acuity Gala for Distinguished Advisors. Details below:
