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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?
Register Now for Rookie Tax School: Jan 29!
In this CE Savvy Mini Summit half day live virtual event, participants will learn how to confidently file simple tax returns at a high level. This event is part of a 4-part training series with a focus on how to file the T1 tax forms and is ideal for new, rookie tax preparers, financial advisors who interact with clients who have tax-related questions and anyone new to tax filing in Canada. As part of this training program, you are automatically enrolled in Canada’s Income Tax Fundamentals Course. Check out the agenda and register now to upskill your team before the upcoming tax season!
Training Your Team? Canada’s Income Tax Fundamentals Course, Update Coming Feb. 5!
Train your team with an updated version of Canada’s Income Tax Course, coming February 5! Great for staff training ahead of tax season, and recommended for those that have no prior tax or financial services work experience! Don’t miss this opportunity to pre-register and access them most current tax filing course out there. This certificate course is 20 hours, 8 learning chapters, 12 true-to-life studies using professional tax software.
Earn a Second or Independent Income with Specialized Credentials in Tax & Accounting
According to the 2025 Canada Salary Guide released by Robert Half, Competition is intense for skilled finance and accounting talent, and to compete businesses need to meet or beat market salary rates in order to retain professional staff with specialized in-demand skills. Many are training to upskill their existing staff in order to overcome technical skills gaps. Knowledge Bureau’s programs and courses leading to specialized credentials can help prepare business owners in the field with technical training their new hires need in tax and accounting.
Start Tax Season 2025 on Sound Footing
Filing a tax return is difficult as the playing field is one of constant change: the tax rules are in flux, particularly in the 2024 tax filing year, with all the uncertainty around the capital gains provisions. But in addition, taxpayers have undergone many financial and life event changes since their last T1 filings, each of which must be identified for each family member. Here’s a primer for new year conversations between advisors and clients that cuts through the noise: what matters is what you keep!
Breaking News: Capital Gains Changes Will Need to be Reported
Will proposed tax hikes for certain capital gains incurred after June 24, 2024 survive now that Parliament has been prorogued? Maybe not, but at this time, the proposals have not officially died for tax filing purposes and in fact, CRA has confirmed on January 7 that it will administer the provisions as if passed for the 2024 tax filing year.
