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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.
July 2024 Poll
Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?
Sharpen Your Skills This Spring! Tax Dates You Need to Know
It’s officially the beginning of tax season 2024, and there are some important dates to note to sharpen your skills and prepare to help your clients improve their financial lives. Mark your calendar!
RSVP by May 15: Improve Your Retired Client’s Financial Lives
Last year was quite possibly the worst year in decades to retire and start drawing retirement income and so far in 2023, the foreseeable future is fraught with uncertainty. For these reasons we asked CE Summit keynote speaker and best-selling author Doug Nelson, B.Comm., CFP, CLU, CIM, RWM™ to share his inspiration in preparing his sessions for the upcoming May 24 CE Summits Workshop and expand upon the kind of retirement planning advice that’s right for today’s difficult environment. He was passionate in his response and provides a sneak peek at what you will learn.
Introducing Our DAC Acuity 2023 Speaker & Partner Roster!
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! Here’s who is included on our illustrious speaker roster so far. Sign up by June 30 for early bird tuition reductions and reserve the incredibly low hotel rates (rooms will sell out fast):
Introducing…A New Micro-Learning Experience with Knowledge Bureau
With the new CE Savvy™ Collections you’ll engage in a cool new format that allows for traditional, mobile and social learning, featuring gamification and personalized, data-driven results: keep track of your CE in your own learners dashboard. Plus, learn by collection (5 micro-courses at a time) or by annual subscription (the full professional library yours to select from any time 24/7).
CRA Strike: Essential Tax Services Need a Rethink
Stressful, time-consuming and important. Filing a tax return by the May 1 deadline is all of these things. Yet it’s necessary to receive income-tested social benefits. A recent analysis by the Canadian Centre for Policy Alternatives discovered a dismal take-up of two of them: the new Canada Dental Benefit and Canada Housing Benefits. It begs the question: is the striking CRA serving the needs for essential tax services well enough? Perhaps it’s time to consider a new solution to ensure delivery of important income-tested social benefits.
