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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.

This Week’s Edition of KBR:

April 2025 Poll

Do you believe our tax system needs to be reformed and if so, what would be your first improvement? If not, what do you like about it?
Yes: 67 votes
98.53%
No: 1 votes
1.47%
 

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Stock Compensation Arrangements: Trigger for Holistic Wealth Management

About a third of the largest publicly traded companies in Canada offer their employees stock compensation arrangements. Recently, Shopify announced that they will be overhauling their employees’ compensation arrangements, offering them a choice between cash or stock. But do the recipients of these compensation arrangements truly understand the risks associated with investing in stocks? Are they aware of how these securities fit within their holistic wealth management plan?  It’s a real opportunity to add value as we head into an economic renewal.

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There’s More to Cross Border Tax Then Meets the Eye

As baby boomers age, technology makes it possible for people and businesses to operate globally, and economic changes make it appealing for people and businesses to purchase investment property globally.  As well as the increase in the sharing of financial information between countries, cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship.

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Do You Want to Have a Successful Remote Practice?

New Course Alert: The Digital Practitioner Course (Your Guide to Remote Work) When the pandemic hit, there was a natural surge in employees working from home. In Canada, the percentage of *core-age employees working from home was about 43% in May 2020. As the pandemic subsided, in December 2021, 26% of core-age employees in Canada worked from home, compared with 13% in the United States. Majority of people who are working remotely—want to keep it that way.

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The World’s Largest Minority – Disabled People

Disabled people represent the world’s largest minority.  There are 1.1 Billion people in this category around the world and the reality is that this is a minority group everyone has the potential to join – any time.  Planning for incapacity is therefore a prime-of-life topic that advisors must raise proactively in order to maximize the opportunities for preparedness and importantly, the assistance that may be available through the tax system.

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Tax Provisions That Can Help Defray Disability Costs

The pandemic has underscored the important role of caregiving in Canadian society.  But even before the pandemic 25% of Canadians aged 15 and older – close to 8 Million people- were involved in caregiving to a family member or friends with a long-term disability or age-related decline.  These caregivers have key unmet needs

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