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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?
The Speed of Tax Change - How to Protect Your Clients
Prepare to defend your clients against tax risk emanating from increasing CRA audit activity. Then, take a detailed look at the long and convoluted road to tax change that has resulted substantive change in how your clients report income, deductions, credits and exercise their appeal rights. Knowledge Bureau’s new Audit Defence Course is now available online and features interesting perspectives from some of Canada’s leading tax experts. In focus: independent business owners, which could include you.
Year End Tax Planning for Investors and Owner Managers
This year, the year end tax planning opportunities to build and preserve wealth are most important for investors and business owners swooning under the speed of change. Join Evelyn Jacks, Alan Rowell and Dr. Dean Smith for a vibrant and comprehensive year end tax planning update at the Virtual CE Summit, November 16. Here’s what’s on the agenda; register by October 14 for early bird savings. Tuition is tax deductible and qualifies for CE Credits.
DAC Acuity 2022: Supreme Professionalism – Giving Purpose to Wealth
‘Must-Attend’ annual event to welcome you back to DAC Acuity 2022. Open to all registrants, speakers and sponsors. Carol Willes is the Director of Estate Planning at BMO Private Wealth. Willes knows what it takes to assist client’s in navigating their present financial situation and develop their future legacy, while simultaneously embracing your highest standards of professionalism.
The History of Taxation: A Canadian Perspective
The history of taxation in Canada is as old as Canada itself and it matters in a modern context, because recently a Tax Court of Canada case was tasked with examining when a tax is a penalty, specifically regarding a Tax-Free Savings Account (TFSA).
Business Transition: When Options Include Bankruptcy
While only 10% of small business would file for bankruptcy today, over 60% are carrying pandemic debt of about $160,000 according to the CFIB. This is worrisome given new data out of the U.S., where close to 50% of small businesses are at risk of shutting down[1].
