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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?
Deadline: Sept 25 – End of Temporary EI Benefits
During the pandemic, the federal government put temporary changes to the Employment Insurance (EI) program in place. These special programs will end on September 25, 2022. Employers will want to refresh their memories both on the pandemic response rules, and now, the return to normal for the purposes of informing management and/or payroll departments who may receive questions from departing employees:
The TFSA is About to Get Better
There may be one silver lining to all this inflation…the Tax-Free Savings Account (TFSA), arguably the best savings vehicle available to Canadians, is about to get even better.
Hedge Inflation Erosion With These Tax Tips
There are four important strategies to maximize income with tax efficiency during both inflationary and potential recessionary headwinds. Consider introducing them to your clients as part of your fall tax filing strategies:
Paul Bates: A Tribute to an Exemplary Man
The financial services industry lost a highly respected member of its community. Dr. Paul Bates, M.T.S., DPT, FCPA, FCMA, CMC who was an exemplary, accomplished man, a fellow financial author and educator, an outstanding humanitarian and family man, and for so many of us, a true and dear friend.
DAC Acuity 2022: Incorporating Alternative Investments into Client Portfolios
An exciting development over the past few decades has been the democratization of alternative investments, bringing these once exclusive set of investments to an ever-increasing group of investors. Advisors must be ready to discuss these products and help their clients navigate the risks and opportunities within the current market. The alternative investment session at DAC Oct 16-18, led by Jennifer Louth, Sr. Learning Consultant FT Academy, Franklin Templeton, covers all of that and more.
