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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?
New Advisor Award: Nominations Accepted Until September 15
Nominate someone you know for the DAC New Advisor Award today!
DAC 2022: Financial Peace of Mind Through the Emotional Despair of Climate Change
Estate Planning: Finding Financial Peace of Mind Despite Next Gen Despair
Business Leaders: Future-Proof Your Practice
Gender Inclusion: Acknowledging and Servicing Transgender, Non-Binary and LGBTQ2+ People. It has never been more apparent than now that gender norms are changing, and these changes are here to stay.
DTC Claims For Diabetics and Others: Your Money is Coming
Good news! CRA is reviewing previously denied claims for the Disability Tax Credit (DTC) under expanded eligibility criteria available for the 2021 tax filing year.
Preserving Capital in Inflationary Times
Preserving capital in the current environment includes three goals: managing the financial triggers caused by the current environment, understanding the tax-efficient "wealth horizon", and preserving income-producing capital in advance of transition events: retirement and death of a taxpayer.
