Build a Stronger Tax Team in 2026: Professional Training Solutions for Businesses

As Canadian businesses prepare for another demanding tax season, leaders are facing a familiar challenge: sourcing skilled, confident staff who can handle increasingly complex personal and corporate tax filings. Whether you employ seasonal rookies, returning preparers, or full-time financial specialists, the need for structured, up-to-date tax training has never been higher, and there are some important educational opportunities coming up from Knowledge Bureau.

Knowledge Bureau’s 2026 Tax Training Programs offer businesses a complete workforce development pathway—from entry-level onboarding to advanced tax planning mastery—backed by expert instructors, real-world case studies, and accredited CE/CPD credits.

If your team needs to scale up for the season, take on more clients, or expand your firm’s advisory capabilities, here’s how these programs can support your staffing, training, and professional development strategy.

1. Train New Staff Quickly: KB’s T1 Tax Preparation School

Ideal for: New hires, seasonal staff, cross-training employees, or individuals shifting into tax roles.

Businesses can onboard new preparers with confidence using the 2026 KB T1 Tax Preparation School, a structured, three-step onboarding solution:

Step 1: Comprehensive 8-Chapter Online Course

In just 20 hours, trainees learn the fundamentals of Canada’s tax system—including income reporting, deductions, credits, capital gains, rental income, and software use.
This prepares staff to complete dozens of true-to-life case studies using the same professional tools used in practice.

Step 2: Four Half-Day Virtual CE Mini Summits

Held in February, these instructor-led sessions allow staff to build certification-ready skills and engage with peers across the country. Businesses may also choose early access recordings.

Step 3: Customized Training Solutions

Organizations can request tailored schedules or group training options to onboard multiple staff at once.

Accreditation:
• 20 CE credits for the Fundamentals Course
• 5 CE credits per CE Mini Summit (Third-party accredited)

Business advantage:
A reliable, rapid way to turn new hires into productive contributors—reducing supervisory time, improving accuracy, and strengthening client confidence.

2. Upskill Experienced Preparers: Advanced Tax Planning & Compliance Summits

Ideal for: Returning staff, senior preparers, lead reviewers, tax professionals, and financial advisors.

The 2025–2026 Advanced Tax Planning & Compliance Summits deliver quarterly full-day deep dives into evolving tax issues that experienced teams need to master.

Upcoming Full-Day Summits Include:

• January 21, 2026: Advanced Line-by-Line T1 Tax Update
  Bonus: Participants receive a printed desktop reference.
• May 27, 2026: Trust Filing and Estate Planning
• September 23, 2026: Audit Defence Strategies
• November 4, 2026: Year-End Tax Planning

Business advantage:
Equip your senior staff with cutting-edge knowledge to serve complex clients—reducing firm risk, improving advisory capacity, and supporting staff retention through professional development.

Learn more and register in Knowledge Bureau Professional Development options.

3. Develop High-Level Expertise: Distinguished Master Advisor (DMA) Designation

Ideal for: Team leaders, aspiring managers, multi-disciplinary practitioners, and professionals moving into advisory roles.

The DMA™ Designation Program helps firms build strategic capacity by deepening staff expertise in fully integrated financial, tax, and business advisory services.

Through case-based learning, students build cross-functional skills and learn to work more effectively with legal, accounting, and financial colleagues.

Specialization Tracks Include:

• Personal Tax Services
• Corporate Tax Services
• Accounting Services
• Small Business Services

CE/CPD: 30 credits per component.

Business advantage:
Develop in-house specialists who can lead complex planning, advise business owners, manage corporate transitions, and support high-value client relationships.

Why Businesses Choose Knowledge Bureau for Tax Training

• Job-Ready Competence: Courses emphasize real client scenarios, modern tax software, and practical planning techniques.
• Flexible & Scalable Options: Online, virtual, recorded, and customizable training options ensure your team trains the way you need.
• Cost-Effective for Employers: Bundles and series packages offer significant savings, especially when training multiple staff.
• Accredited CE/CPD: Supports professional licensing requirements and enhances staff credentials.
• Improves Retention: Staff who receive professional development stay longer and contribute more.

Learn more or build a customized training plan for your organization:
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