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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.
January 2025 Poll
Do you agree with extending the charitable donations giving deadline to February 28, 2025 for the purposes of reducing taxes on the 2024 tax return?
The Great Wealth Transfer
The great wealth transfer represents an unprecedented passage of assets from one generation to the next, with approximately $1T passing from baby boomers to the next generations between 2020-2030, but what does this generational wealth transfer mean for philanthropic giving? Kristin Ramlal and Evan Connell of Canada Life provided a list of reasons why there is a great opportunity for social impact in Canada, something important to think about as Giving Tuesday, December 3, a global movement advocating for community philanthropy approaches.
Seeking Partnerships and RFPs now!
Conference for Distinguished Advisors 2025. The theme is Happy Landings: Discover a New Era of Risk & Reward. To apply forward your proposal for a topic to the theme to the attention of Program Director Evelyn Jacks.
The Acuity Awards: Knowledge Bureau Graduates Recognized
Knowledge Bureau Graduates, Designates and instructors were recognized for their stellar achievements in continuing professional development and specialization of skills at the Acuity Conference for Distinguished Advisors in Montreal. In addition, selected organizations and individuals were bestowed special awards that recognized the tremendous impact they make in their industries. Please join us in congratulations this year’s honourees and take a peek at the photos and videos of the celebrations!
2025 Acuity Conference for Distinguished Advisors in Puerto Vallarta!
We’re headed back to Puerto Vallarta November 23-26 and our official conference venue will be the Marriott Puerto Vallarta Resort & Spa. Booking details for your accommodation options are coming soon, and you don’t want to miss this opportunity to save 50% on conference tuition when you register by November 15 for Canada’s only top-tier multi-disciplinary conference for leading tax, accounting and financial services professionals.
Bitcoin Hits New Highs – Time for Some Year End Planning with Crypto Assets
Immediately following the U.S. Election, the Bitcoin hit new highs. New volatility may be in store for investors, and for those reasons it’s important to understand the tax consequences now and keep meticulous records. Here’s why this matters to Canadian investors:
