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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?
Snowbirds Need to be Aware of Taxation Issues
It’s November and that means Snowbirds are on the move again to Florida, Arizona, California and Texas to name a few of the favorite spots. People who ordinarily reside in Canada but spend part of the year in the United States must take caution to ensure they are not spending too much time in the U.S., which would deem them a U.S. resident for tax purposes and potentially a non-resident of Canada.
DAC attendees CE Credits
Attendees of the 2015 Distinguished Advisor Conference will have the opportunity to claim up to 15 CE credit hours from the following regulators:
Fall DAW Leaves Attendees With a Wealth of Information.
Year-end tax planning, owner manager compensation, business transition planning and more were covered over the last few days at the fall Distinguished Advisor Workshop (DAW).
Business Valuation: A Critical Skill for Year End Planning with Business Owners
Knowledge Bureau’s Business Valuation for Advisors course will help an advisor become a valuable resource to their clients when considering business valuation issues.
After The Election: How to Plan For Tax Changes
The new Liberal government outlined several significant tax changes in their election platform. If they make good on those election promises in tax year 2016 and beyond, millions of Canadians will be affected financially; some will be winners and some will be losers.
