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.
March 2025 Poll
In your view, has CRA improved its services to clients and tax preparers this year?
Business Competitiveness: Understanding the Tax in Post- Pandemic
Knowledge Bureau Report asked Marco Iampieri, Of Iampieri Law Professional Corporation, to review a new paper on small business tax competitiveness by Dr. Jack Mintz, who spoke recently at the Distinguished Advisor Conference (DAC), Patrick Smith and V. Balaji Venkatachalam. It’s an important paper for its time, as the small business in Canada attempts to leave the pandemic behind in 2021.
New Course: Privacy Principles in Business
New Course: Privacy Principles in Business Privacy of confidential financial data is an important issue to your clients and no wonder: Statistics Canada says that about 57% of Canadians online reported experiencing a security incident in 2018. Do you know how to avoid privacy risks that may arise in your business?
How Much is Enough
How much is enough? Winning Advisors: Grit, Determination and Exhilaration Tony Mahabir, Tony Mahabir, CEO Canfin Financial Group of Companies, introduced delegates to the Japanese concept of Ikigai which focuses on Life Purpose at the DAC 2021. It all began with a thought-provoking message: “Are we too concerned with earning money and not living the good life?” he asked.
Be the Best you can Be and Be Recognized for it!
Evelyn Jacks was pleased to introduce Lewis Kent, this year’s New Advisor Award winner at the Distinguished Advisor Conference 2021. His incredible and inspirational story, below. And yes, the search is on for the 2022 winner, who will win a free registration and main stage speaking opportunity at DAC 2022 in Niagara Falls October 16-18. Check out Lewis’ amazing story:
Trusts and Control
Most advisors know that everyone should have a will and power of attorneys for property and health. But should everyone have a trust as part of their estate plans? According to best-selling author Christine Van Cauwenberghe who is also VP, Tax and Estate Planning at IG, trusts are not for everyone.
