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.

DAC 2017: Addressing Financial Adversity And Diversity

After an eventful two weeks in global politics and economics, the theme for the 2017 Distinguished Advisor Conference (DAC) appears to be squarely on point: Financial Advice at the Crossroads of Change.

NEW: T2 Tax Preparation for Professional Practices

If your goal is to shore up your corporate tax preparation knowledge on preparing returns for professional corporations, you will want to enrol in this new online certificate course from Knowledge Bureau, which has a special focus on the needs of clients who are financial advisors and medical practitioners.

ADVANCED PERSONAL TAX UPDATE: Thanks to all our students and sponsors!

Knowledge Bureau’s Distinguished Advisor Workshop series for January 2017, focused on advanced personal tax update finished in Winnipeg, Manitoba on January 25th.  The team at Knowledge Bureau would like to extend our gratitude to all our students who attended - your participation makes this a success.

Canada 150: Financial Advice at the Crossroads of Change

Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 5-8 in beautiful Kelowna, British Columbia.

Preparing Returns for Proprietorships: Workforce Changes Increase Demand

The demand for filing unincorporated small business returns may be a new growth area in the tax preparation industry as both an aging demographic and self-employed millennials choose to  make a living this way.

DAC CANADA150 Financial Trivia Question for January

Submit your answer to the monthly DAC Canada150 financial trivia question to win a free registration to the Distinguished Advisor Conference in spectacular Kelowna, B.C., November 5 to 8.  At the end of each month one lucky person’s name will be entered to win the grand prize.
 
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Knowledge Bureau Poll Question

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?

  • Yes
    125 votes
    94.7%
  • No
    7 votes
    5.3%