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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?
DAC Agenda Released: 18 Distinguished Speakers Take On Cutting Edge Topics
Winnipeg, MB - Top tax and wealth advisors from across Canada will travel to Puerto Vallarta later this fall to participate in a strategic think tank on the challenge of building multi-generational relationships in a global environment in which digital communications both enhance opportunities and present new risks.
Brief Clients About CRA Fraud And E-Mail Scams
It’s a warm summer day. You’re relaxing in the yard and wondering what could possibly make this day better. And then, out of the blue, you receive an e-mail from Canada Revenue Agency stating that they’ve discovered they owe you money! Could this be true? Or, do you need to wake up and smell the coffee . . . .? There are two scams in particular to brief your clients about: Refund and Collection Scams.
Underground Economy: Teaching to the Perils Part of a Professional’s Role
The Underground Economy (UE) is a significant global problem that causes economic erosion for all participants in the financial eco-system. However, it also presents an opportunity for professional tax and financial advisors to rise to the occasion in educating their clients on the issue.
Working The Room Works. . .And It Takes More Than Just A Firm Handshake
Look for Catherine Bell under the big sombrero. The featured guest speaker at this year’s Distinguished Advisor Conference (DAC) and author of the bestselling book, Empower Your Presence, is an expert on workplace protocol, etiquette, and professional image management, who understands the complexities of doing business in today’s competitive marketplace.
Academic Calendar For Tax And Financial Advisors
What are your plans for the rest of the year? Don’t know? Well, Knowledge Bureau has set dates for our fall and winter workshops as well as summer and fall online training dates.
