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.
Tax and financial advisors need to pay attention to cross-border taxation issues for Canadian clients who have real estate or financial assets in the US, and for US citizens who live in Canada or face the real possibility of legal action for any failure to report to either government. The Distinguished Advisor Workshops (DAW) being held in six cities May 29 to June 6 will cover the most pressing questions advisors have in this area, together with detailed analysis of the March 22, 2017, federal budget.
It's time once again for our skill-testing financial trivia contest—your chance to win a free registration to DAC in beautiful Kelowna, British Columbia, where this year’s theme will be CANADA 150: Financial Advice at the Crossroads of Change.
We would like to remind you about our skill-testing financial trivia. This is your chance to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change. You just need to correctly answer both questions.
At a time when governments are more closely monitoring changes in global GDP growth, the effects of protectionism, currency fluctuations, tax changes and sluggish business investment on the long-term financial well-being of Canadians, wealth advisors need to better understand new strategies for making tax efficient investment recommendations to the families they work with.
Canadians who reach age 65 are more likely than ever to live into their 90's thanks to healthier lifestyles and a decline in heart disease. But this lengthens the retirement income planning period. Therefore, a renewed focus on continued capital accumulation and preservation is as important as the tax-efficient withdrawal of funds. Knowledge Bureau’s recently updated Portfolio Risk Management in Retirement course reviews the measurement and calculation of risk and return from this perspective.
Enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change.
Tax and financial advisors need to pay attention to cross-border taxation issues for Canadian clients who have real estate or financial assets in the US, and for US citizens who live in Canada or face the real possibility of legal action for any failure to report to either government. The Distinguished Advisor Workshops (DAW) being held in six cities May 29 to June 6 will cover the most pressing questions advisors have in this area, together with detailed analysis of the March 22, 2017, federal budget.
It's time once again for our skill-testing financial trivia contest—your chance to win a free registration to DAC in beautiful Kelowna, British Columbia, where this year’s theme will be CANADA 150: Financial Advice at the Crossroads of Change.
We would like to remind you about our skill-testing financial trivia. This is your chance to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change. You just need to correctly answer both questions.
Canadians who reach age 65 are more likely than ever to live into their 90's thanks to healthier lifestyles and a decline in heart disease. But this lengthens the retirement income planning period. Therefore, a renewed focus on continued capital accumulation and preservation is as important as the tax-efficient withdrawal of funds. Knowledge Bureau’s recently updated Portfolio Risk Management in Retirement course reviews the measurement and calculation of risk and return from this perspective.
