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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.
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?
Evelyn Jacks: Retirees Need Help Understanding Public Pensions
People can retire at any age, but it is increasingly rare for people to simply go from earning income from employment or self-employment directly to withdrawing income from investments and other sources including pensions.
DAW: Still Time to Learn About Helping Retirees
There is still time to join us at the Retirement and Estate Planning Bootcamp in Calgary, Vancouver, and Toronto. Register online or call us at 1-866-953-4769 to register quickly and get all the details you need.
Defend Clients’ Retirement Savings Against Tax Erosion
Accurately prepare retirement plans that achieve the necessary results with the Advanced Tax-Efficient Retirement Income Planning course. This course marries tax and financial planning competencies and is the perfect complement to the Retirement and Estate Planning Bootcamp, September 17-22.
Evelyn Jacks: When Are You In The Business Of Buying and Selling Land?
Lots of people like to dabble in real estate when markets are hot. But there could be an unintended tax issue which could significantly erode wealth.
Estate Planning: Understanding Joint Tenancy
Joint tenants are often comforted by the doctrine of survivorship – the survivor(s) take the property absolutely upon the death of the other holder(s).
