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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: 114 votes
83.21%
No: 23 votes
16.79%
 

Cast Your Vote

Knowledge Bureau Designate Highlight: Collette Maurice

New Liskeard, Ontario’s Collette Maurice recently completed the T1 Professional Tax Preparation – Basic course to obtain a better understanding on completing basic tax returns.

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Knowledge Bureau Designate Highlight: Jimmy Yee

Jimmy Yee of Burnaby, BC recently completed the Knowledge Bureau’s Elements of Real Wealth Management course and he believes the knowledge he gained will help close the gaps in understanding who he is as a financial advisor.

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Recently Retired? Tax Filing Can Be Complicated

Recently retired?  There are many new provisions on the tax return that could apply to couples  for the first time, so filing early and with qualified professional help can be important. How you treat private pension income and Old Age Security benefits, for example, can have many positive tax outcomes.

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Knowledge Bureau Designate Highlight: Marlene Donaldson

Marlene Donaldson from Port Elgin, Ontario recently completed the T1 Professional Tax Preparation – Advanced course and believe her goals were met in taking the course.

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Knowledge Bureau Designate Highlight: Faline Linstone

Faline Linstone from Kamloops, BC recently completed the T1 Professional Tax Preparation - Basic course to upgrade her qualifications, and she met all of her objectives.

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