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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?
Attorney School Helps to Prepare for Incapacity of Loved Ones
Very few people have any training to help them be the best Powers of Attorney of they can be. Now advisors and their clients can learn how in a half day session hosted by top lawyers in this field.
Evelyn Jacks: How to Postpone Your OAS
As of July 2013, OAS recipients can elect to defer taking their OAS pension for up to five years. This would provide for a larger pension then.
Retirement Income Projections Spur Thought
By all accounts, the newest Distinguished Advisor Workshop, “Retirement and Estate Planning”, recently completed in Winnipeg, Calgary, Vancouver and Toronto was a resounding success. “Who knew there was more to retirement planning than just saving money” stated one participant.
The Family Business in Canada: Planning for Succession and Crisis
Family conflict, divorce, illness, premature death of key family members in the business. All these issues represent potential threats to precious family relationships and the business itself.
5 Reasons to Find the Sweet Spots at DAC
Don't miss the opportunity to experience education differently at DAC 2014. Be sure to register by September 30 – you won't regret investing in yourslef and your practice! Here are 5 BIG reasons to find the sweet spots at DAC 2014....
