Thumbs Down on Federal Budget
“Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?” That’s the question we asked Knowledge Bureau Report readers last month. Over 86% of the respondents said the government got it wrong. Some comments about what was missing below. Also, now’s the time to weigh in on the final poll question for 2025.
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The Acuity Conference 2025 Special Report
Available Tomorrow! The Special Report on the 2025 Acuity Conference for Distinguished Advisors (DAC) captures the key learning, insights, and highlights from the 2025 Acuity Conference for Distinguished Advisors in Puerto Vallarta. The reviews from delegates, like Jane’s below, were amazing and so were the pictures, the gorgeous vistas and above all, the “A” game the outstanding speakers brought to their current and relevant topics!
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Estate Planning: Why the Advising Family Business Course Matters
Family businesses are at the heart of Canada’s economy, yet most won’t survive beyond the first or second generation: 70% of wealthy clients will lose their wealth in the first generation that inherits. Worse by the third generation, 90% of it will be gone. When they fail, the impact extends far beyond the owners—employees, communities, and local economies all feel the loss. That’s why now is an ideal time to build your expertise in this area. The good news: you can learn more and earn CE Credentials with our limited-time 50% off Black Friday offer on the Advising Family Business course.
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Title Sponsor Spotlight: Tax Pro Block & Mandeep Singh Duggal
The Acuity Conference for Distinguished Advisors is just days away, and we are once again thrilled to recognize Mandeep Singh Duggal – CEO of Pro Tax Block, and dedicated community builder - as our Title Sponsor. His story is not only remarkable, but emblematic of the resilience, grit, and entrepreneurial spirit that define so many of Canada’s most impactful entrepreneurs.
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Will CRA’s SimpleFile Help or Hinder Canadians? Most Say It Misses the Mark
Tax and financial advisors in Canada have been sharing their thoughts on CRA’s new SimpleFile system, and their opinions are strong. We asked if they thought the newly revamped automated tax system will help more Canadians access tax benefits and comply with the tax system. 92% said no – why? Check it out below!
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