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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
2.17%
No: 45 votes
97.83%
 

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Grad Spotlight - How the MFA Program Expanded Rick’s Level of Services

Rick Tomalty achieved his MFA-Succession and Estate Planning Specialist designation in 2012, and since then he has attended Knowledge Bureau's annual Distinguished Advisor Conference. We are pleased to have Rick as one of our distinguished grads.

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Claiming Support Payments

The recipient of taxable child or spousal support payments must report those amounts as income and pay the tax.

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Home Equity Enough to Fund Retirement?

We have learned that Canadians are wealthier today in large part because of the equity in their homes. Will that be enough to supplement retirement needs after downsizing to a small place? Let’s put some numbers to it to find out.

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Grad Spotlight - How Sophie Stands Out Among the Crowd

Sophie T.K. Tse successfully achieved her DFA-Tax Services Specialist designation from Knowledge Bureau in 2012. We are pleased to have Sophie as one of our distinguished grads.

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Donations Changes in the Spotlight

From a personal tax perspective, rules surrounding donations were a significant part of the tax changes introduced as part of the 2014 Federal Budget announced on February 11.

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