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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?
RWM Meeting of the Minds: Practice Management Tools
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer. Consider:
With Mortgage Rates Rising, Revisit Financial Plans
With the Bank of Canada recently announcing another 100 bps increase in the overnight rate to 2.5%, clients are asking more and more about how this will affect their mortgages, the impact to their cash flow, and ultimately the impact to their overall financial plans.
Permanent Increase in OAS Takes Effect in July
Seniors over the age of 74 will have been delighted by the raise they received in their Old Age Security Benefits in July of 2022. The specifics of the new permanent increase, its effect on the clawback of OAS and other new details follow:
Shortage of Skilled Labour a Big Issue for Business
Statistics Canada is reporting that a shortage of labor continues to be a significant issue for 35% of businesses in Canada, while skilled labor shortages are an obstacle for close to 28%. Those who responded to Knowledge Bureau’s July Poll agreed: 91.67% said yes, their clients are finding it more difficult to hire skilled people in 2022.
DAC Acuity 2022: Ethical Dilemmas, Breaking Down the Duties of Care
Can ethical behaviour be regulated? Can we eliminate all of the “Bad Apples’ with regulation or does it take more? Is it possible that ethical behaviour is a byproduct of a “culture of care”? In other words, when it comes from the heart, is ethical behaviour a standard on its own? Organizations must be sure and so, they must back up a culture of care with strategy and processes to ensure consistency. CEO of CANFIN, Tony Mahabir who will share his inspiring insights on how to accomplish this against the backdrop of increasingly complex and expensive regulation.
