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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.

This Week’s Edition of KBR:

March 2025 Poll

In your view, has CRA improved its services to clients and tax preparers this year?
Yes: 1 votes
1.92%
No: 51 votes
98.08%
 

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School Planning: Tuition, Education, Textbook Amounts

The start of the school year is only a short month away, and now is a great time to think about the tax benefits of post-secondary studies in order to be organized come year-end.

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Estate Planning: Wills Variation – Is It Right to Change a Will?

You live your entire life working and accumulating wealth, and are able to do whatever you like with it during your lifetime – spend, invest it, grow it, preserve it or give it away.

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FIRPTA and Capital Gains on the Sale of U.S. Real Estate

More and more Canadians are purchasing U.S. real estate for personal and/or rental use so this is a very important topic to understand before the purchase is made.

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What is the Maximum Claim for the Disability Amount?

The maximum federal claim for 2014 is $7,766 per adult dependant.

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Understanding Trusts

Over the summer, Knowledge Bureau will be taking an in depth look at the use of trusts in family wealth planning. An introduction to the topic begins the series.

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