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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.
March 2025 Poll
In your view, has CRA improved its services to clients and tax preparers this year?
Tax Changes for 2024 Bring Tax Planning Opportunities
Amongst the many tax changes coming for the 2024 tax year is the fact that the federal government has now confirmed an indexing factor of 4.7% on most non-refundable tax credits, tax brackets and income-tested earnings levels for the purposes of refundable tax credits. That announcement will also affect some investments, like the room available for TFSA contributions. But there are more important changes to know about. Here is a synopsis:
Year End Adjustment for Prior Filed Errors and Omissions
Cash strapped? At year end, it’s always important to review prior filed or omitted returns to make sure all the tax refunds, credit and benefits all the taxpayers in a family are entitled have been claimed. But there are some specific rules to take note of. Check them out here:
Last Chance: Black Friday Certificate Course Sale!
Last chance to choose your own adventure on your pathway to new specialized credentials with our Black Friday Certificate Course sale that ends today! Selected Certificate Course Tuition fees only $195 - $595 with code NOV2023.
Distinguished Advisors Honoured at DAC Acuity 2023
DAC Acuity 2023 in Banff was truly remarkable. The Delegates in attendance represented a multi-disciplinary array of leading professionals from the tax and financial services poised to position themselves as advisors of the future. In recognition of this, the DAC 20th Anniversary Awards honoured some outstanding winners: including the Advisor of the Future Award, New Movers & Shakers Award, Industry Change Makers Award, and The Distinguished Master Advisor Award. Please read their stories below! Congratulations to all winners! Join us next year for the 2024 Acuity Conference for Distinguished Advisors November 10-12 in Montreal!
Give the Gift of Experiential Wisdom
The world has weathered through the most significant health and financial crisis in recent history. Everywhere there is fallout—lost investments, lost careers, lost homes, broken marriages and significant relationships. Is there light at the end of the tunnel? Absolutely! Imagine sitting down for the weekend with 50 successful Canadians from all walks of life to hear about their difficult life experiences and how they overcame them. Make a difference: give the gift of hope!
