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Financial Issues & Answers for Everyone
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.
August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?
Fall Reviews: Did You Claim the Disability Tax Credit?
The Disability Tax Credit (DTC) may be one of the lesser understood tax credits but for your clients who have a disability it is critically important. Having a conversation with your clients about health changes in their life circumstances and those of their loved ones could help them access this tax credit.
Enhancing Career Prospects with the Lifelong Learning Plan (LLP)
In today's rapidly evolving job market, continuous learning has become essential for career advancement and being competitive. Whether it is acquiring new technical skills, pivoting into a different field, or upgrading qualifications, returning to school can significantly enhance an individual's career prospects. However, the cost of further education can be an obstacle. Fortunately, the Government of Canada offers a solution through the Lifelong Learning Plan (LLP) — a program that allows individuals to withdraw funds from their Registered Retirement Savings Plan (RRSP) to finance full-time training or education.
Deemed Dispositions at Death
When a person dies in Canada there are hundreds of decisions which must be made. That’s why getting one’s affairs in order is so important, long before the event. In this second in our series on death and taxes in Canada, we’ll consider the highlights for discussions to be had with clients about reporting requirements at death of a taxpayer.
New Trends in Tax Audit Defence and Appeals: Protecting Clients in a Shifting Landscape
The 2025 tax filing year is shaping up to be one of the most challenging in recent memory, with penalties and interest costs on the rise and the CRA facing significant hurdles in managing information during peak filing season. Against this backdrop, the CE Savvy Summit on September 17, 2025 will host a critical session: New Trends in Tax Audit Defence and Appeals, led by Kim G.C. Moody, an experienced tax expert, who will unpack the implications of CRA’s expanding audit powers.
Stand Out in a Competitive Market with Professional Practitioner Diplomas
In a market where clients demand more from their advisors, the ability to provide specialized, high-level advice has never been more important. The Professional Practitioner Diploma (PPD) equips financial professionals with the advanced knowledge and credentials needed to differentiate themselves, build client trust, and compete effectively in a crowded financial services landscape.
