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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?
Knowledge Bureau Highlight: Dan Allen
Meet Dan Allen, Certified Financial Planner, Master Financial Advisor- Retirement Income Services Specialist
What if your Refund is a Balance Due?
If you have been shocked to find a balance due rather than a refund, be sure to file your return before midnight April 30 to avoid late filing penalties. This is an important first step in keeping more money, even if you can’t pay your bill immediately.
Knowledge Bureau Highlight: Kathy Lloyd
Meet Kathy Lloyd, MFA Succession and Estate Planning Specialist.
Empower Your Presence: By Working a Room Like a Pro
People with presence seem to navigate a room with ease, stopping to talk with others for just the right amount of time before moving on.
