Help & Contact: 1 866 953 4769
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?
What’s to Come as Some COVID-Response Benefits End?
On October 21, just a whisper before many of the pandemic support programs for individuals and business were set to expire two days later, including the Canada Recovery Benefit (CRB) and Canada Emergency Wage Subsidy (CEWS), the federal government announced some transitional provisions. Now, new targeted COVID-19 support benefits are being introduced. Read on for details:
Why We Need to Do More: The Notion of Ethos
Trouble keeping or engaging staff? It’s a common issue, but there may be a simple solution, according to Dr. Paul Bates, who kicked off the educational portion of the Virtual DAC (Distinguished Advisor Conference) agenda Sunday evening with an inspiring overview of what leaders need to do to create a workplace which leads to complete human flourishing.
Improv-ing on Soft Skills
Who knew Improv could be such a great team building exercise? If you are working with a new team in your organization, you should consider it, as DAC delegates found out to their surprise and delight. The Virtual Night at the Improv session was more than a hoot: delegates also learned a lot about communication skills in four skill-building games. Here’s what happened:
The Greatest Recovery on Earth
Evelyn Jacks, President and Founder of Knowledge Bureau opened the Virtual Distinguished Advisor Conference this week with a key insight: a global economic crisis and recovery of this magnitude will require a new approach to tax and financial advisory practices. Citing the many threats investors face - and the pandemic is not the only trigger – Evelyn set the stage for the Greatest Recovery on Earth and its implications over the long term for Canadian taxpayers and investors, as well as the many ways advisors can help their clients through the recovery.
DAC 2021 New Advisor Award Winner: Lewis Kent
Let nothing stand between you and your relationships. That’s the powerful mantra that has propelled Lewis Kent to exponentially build his financial advisory practice with the physicians on the front line of the pandemic. Guiding these tireless professionals in their financial health has earned Lewis the distinction of the 2021 Distinguished New Award Winner at the Virtual Distinguished Advisor Conference, October 18.
