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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.
March 2025 Poll
In your view, has CRA improved its services to clients and tax preparers this year?
Long Term Care: Turning Grief and Rage into Change
It’s an issue that made devastating headlines for months: the suffering and death of vulnerable seniors before our very eyes. All the worse for the raw fact that they lived in deplorable conditions of neglect. According to Karen Henderson, Founder of the Long-Term Care Planning Network, planning for our own aging is a critical element of tax and financial planning discussions with advisors. But it should also be a key issue in today’s national discussions to enable responsible change. Her passionate story is Knowledge Bureau’s Special Guest Report this week:
Pension Recipients and Heirs Beware: German Pension Tax Collection Steps Up
Do you have clients who are recipients of German social security pensions? If so, many of them may be very elderly. Unfortunately, they and their heirs may be experiencing a new stressor: the tax department in Germany, Finanzamt Neubrandenburg, is clamping down on taxes they think are owing by delinquent German pension recipients living in Canada and charging interest and penalties. The issue is: can they?
Financial Wellness a Big Stressor for Employers & Employees
We have heard a lot about inflation in the last few weeks as the economy gets up and running again, and many people have been feeling stress about this. This should be a big concern to employers, too, according to the Financial Consumer Association of Canada. The issue will also be addressed at Virtual DAC Acuity 2021, October 17-19 with special guest speaker Dr. Brian Shaw, a well-known sports psychologist for the Blue Jays and author who has written about stress management for top financial professionals. Financial advisors can help; here’s what you should be thinking about:
Audit Defence: September 23 CE Summit
Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. Early-bird registration ends Sept 15.
Society of RWM™ Virtual Speed Networking: September 8
It was such a hit last month, we’re doing it again: Speed Networking so save the date: September 8th at 3:30 pm CT. The Society of Real Wealth Managers’™ invites you to Meet a Real Wealth Manager (RWM™) to discuss ways to collaborate to bring high value care in the best interests of your clients.
