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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:

February 2025 Poll

In your view will the new U.S. tariffs affect your clients’ business and retirement plans?
Yes: 3 votes
100%
No: 0 votes
0%
 

Cast Your Vote

Tax Implications of Dual Citizenship

I am a dual citizen (Canada/U.S.) and have lived in Canada for about thirty-five years. What are the tax implications if I buy U.S. based ETFs with USD and Canadian based ETFs with CAD?

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Grad Spotlight - How Kareen Is Equipped to Better Assist Her Clientele

Kareen Rekowski earned her MFA-Succession and Estate Planning Specialist™ designation in 2013 and is on her way to achieving her DFA-Tax Services Specialist™ designation. We are pleased to have Kareen as one of our distinguished grads.

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Be Sure to Make Your RRSP Contributions

The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.

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Lumping Options and Stock Transactions

I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?

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Do You Know What Income is Tax Exempt?

As critical as it is to understand what income is taxable in order to avoid expensive penalties, it is just as important to know what income is tax exempt.

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