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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.
February 2025 Poll
In your view will the new U.S. tariffs affect your clients’ business and retirement plans?
Even Low-Income Taxpayers Need Professional Help
This heartwarming piece from Knowledge Bureau Master Instructor, Walter Harder, DFA-Tax Services Specialist™, comes with a challenge to advisors.
Take a New Challenge: Portfolio Risk Management in Retirement Course is Ready
Canadians who reach age 65 are more likely than ever to live into their nineties, largely due to advances in preventing heart disease, and to Baby Boomers leading healthier lifestyles. This trend towards increased longevity means that retirement income planning must cover a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds.
Mark Your Calendar
Now that tax season is in full swing, Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31, Summer Studies Begin June 15, DAC Nov 6 -9.
Life Purpose
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort. Franklin D. Roosevelt
Special Report March 22 Federal Budget
Be sure to stay tuned to Knowledge Bureau Report for all the details of the next federal budget – March 22, 2016.
