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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?
A New Debt Instrument: Limited Recourse Capital Notes
In today’s hot but volatile financial markets, investors are looking for new places to invest for safety, while taking advantage of change. A new type of debt instrument, Limited Recourse Capital Notes, may fit the bill for some fixed income investors, and tax and financial advisors will want to come up to speed to better understand the structure.
Share the Knowledge: Bring Your Team to DAC 2021
Virtual DAC Acuity 2021, October 17-19 will feature the thought leadership of 8 senior executives, 2 best-selling authors, leading scholars and top wealth advisors. It’s an online conference experience that tax and financial professionals won’t want to miss. Share the knowledge: enrol yourself and bring your team along at a reduced tuition fee, until September 30.
KB Grads in the News – Sharon Timson, DFA-Tax Services Specialist™
Sharon Timson is a DFA-Tax Services Specialist™ Designate who has been able to increase the value she offers to her clients, while diving deeper into the important financial conversations. See what she has to say about her experience in earning these important credentials.
Calculator for the New Canada Recovery Hiring Program
CRA launched its new Canada Recovery Hiring Program (CRHP) calculator today, to assist businesses in applying for support based on “incremental remuneration” in the period June 6 to November 20, 2021. The program will overlap with CEWS and is meant to help businesses grow again as the economy reopens, as a result of hiring staff, increasing pay, or increasing shifts. It’s good news and advisors will want to bring details to their business owner clients immediately. Here are the details:
Mid Way Point: Kick Start Pre-Retirement Savings with Tax Savvy
What matters is what you keep. As we have reached the 2021 halfway point, from a tax planning point of view it’s high time focus on ways to keep more money in your clients’ pockets before year-end. A key question arises for pre-retirees in the post-COVID environment: what are the right next steps if TFSA, RPP and RRSP contribution room has been maximized for every adult in the family? The answer takes the investor back to three basics:
