Caught in the Crosshairs of CRA: What Tax Reform Could Mean for Advisors

The landscape of Canadian tax policy is shifting, and advisors need to be ready for the impact. At the CE Savvy Summit on September 17, 2025, the Society of RWM Round Table Think Tank will gather for a dynamic discussion: Caught in the Crosshairs of CRA. This interactive session will bring together financial professionals to evaluate the promises of a new government to review the corporate tax system, eliminate loopholes, and strengthen CRA enforcement through technology.

Tax Reform or Added Complexity?

Election platforms and federal budgets are increasingly focused on corporate tax reform, but will these changes bring meaningful simplification, or simply add uncertainty for taxpayers and advisors alike? With new technology-driven enforcement tools at CRA’s disposal, clients are more likely to face heightened scrutiny in years to come. Advisors must be prepared to explain these developments, manage risks, and chart a clear path forward.

Peer-to-Peer Perspectives

This round table format offers a unique chance for advisors to engage directly with peers, exchanging insights and strategies in a collaborative environment. Participants will consider how to best guide clients caught in the “crosshairs” of CRA, drawing from diverse perspectives on policy, practice, and jurisprudence.

A Forward-Looking Dialogue

The session will also address broader questions: What role will technology play in CRA’s enforcement priorities? Will the elimination of so-called tax loopholes lead to more fairness—or more complexity? And most importantly, how can advisors position themselves to deliver clarity and confidence to clients navigating uncertain reforms?

Caught in the Crosshairs of CRA is not just about reacting to change—it’s about shaping the conversation and developing the tools needed to advise clients in an evolving tax environment.

Don’t miss this engaging round table discussion at the CE Savvy Summit on September 17, 2025. Registration closes soon—reserve your place today.