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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:

March 2025 Poll

In your view, has CRA improved its services to clients and tax preparers this year?
Yes: 1 votes
2%
No: 49 votes
98%
 

Cast Your Vote

Year-End Tax Secrets: Mutual Funds

Mutual funds are common investments but can often cause some tax confusion, particularly because investors don’t understand their real returns from these investments, after fees and taxes.

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Two Hot Tax Tips for Year-End Planning

If you want your clients to start 2017 on a sound financial footing, you’ll help them with the one BIG thing they can do before year-end to keep more money in their pockets in 2016: reduce their taxes with these two smart tips for tax savings.

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Financing for Start-ups: There Are More Options Than You Think

Seeking the best solution to finance your start-up venture is essential to the long-term success of your business. The right solution depends on the current needs of the business, as well as those you anticipate in the future.

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It’s Not Too Late: Register Now for the Distinguished Advisor Workshop

The Distinguished Advisor Workshops, fall edition, begin Thursday in Vancouver—a great way to earn 10 CE credits and officially start adding value to your client relationships with sound year-end tax planning opportunities. This is your chance to listen to top industry experts, learn from peer-to-peer interactions, and ask your most burning questions.

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Owner-Managers Want Professionals to Guide Them Proactively

Are you being proactive in giving advice to your business-owner clients? Or is your work simply reactive to the transactions you are recording? Knowledge Bureau’s Managerial Accounting course trains advisors to better assist business owners with decision-making by being strategic and forthcoming with an interpretation of the information in the financial statements.

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