Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening? We put that question to our readers last months and as usual, their comments were insightful:
It’s the time to celebrate our innovative risk takers: the Canadian Entrepreneurs! Small Business week is Oct 20-26! We are celebrating with Tuition Fee Reductions on Business Tax and Management Courses from Knowledge Bureau. As a DMA™- Small Business Management Specialist you’ll be position to help business leaders create and implement strategies, processes and plans that develop and enable business growth. Or take advantage of this educational opportunity to scale up your own enterprise to its greatest potential. Check out these special offers for the month of October!
New Capital Gains Inclusion Rates Change the Game: are you prepared to help? Learn New Year-End Tax Planning Techniques from Our Special Guest Experts. Upskill Your Knowledge, Network Virtually with Canada’s Top Tax Experts plus earn 15 CE Credits before year end!
Knowledge Bureau is pleased to welcome back Fraser & Partners as a Bronze Sponsor at the 2024 Acuity Conference for Distinguished Advisors Conference in Montreal November 10-12. Fraser & Partners is a collaborative team of specialists, and one of their firm’s core values is continuous learning. Connect with them at their exhibitor both during the conference, and learn more about their organization below.
There is a lot to consider this upcoming tax season when it comes to filing personal returns and increased risk for individuals, investors and businesses in light of the substantive tax law change in 2024. Are you prepared to help? Join us for our next CE Savvy Summit on November 6 where Evelyn Jacks, Sharon Conrod, Doug Buss, and Special Guest, Kim G C Moody will discuss key year-end planning issues including retirement planning options, cross border taxation, and how Canada’s new capital gains inclusion rates and AMT will affect year-end tax planning. Register by October 15 for early-bird savings, and check out new team member enrolment options to save on your team training this fall.
TaxCycle Talks is coming to a city near you. This is your chance to hear from Evelyn Jacks, President of Knowledge Bureau and best-selling tax author! Evelyn will break down the key tax changes for Millennials, Gen Z, investors, seniors, and business owners. Don't miss her expert insights into capital gains inclusion rate changes, emerging audit trends, and best practices for training staff for tax season 2024. Register now to attend one of these complimentary events:
It’s the last chance to save on early bird rates for the most important multi-advisory conference in the tax and financial services. “We invite you to connect with 19 of Canada’s brightest and most accomplished thought leaders and in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12”, says Evelyn Jacks, President of Knowledge Bureau and Program Director. “Our economic future and important tax reforms are on the agenda and, frankly, on the line. Your experience and views will help shape opinions on the theme: ‘Safe Havens – How To Secure Financial Futures And Build Wealth Potential’ ”. Here is more information and how to join us. Act by September 30 to save on tuition.
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?