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.

Distinguished Advisor Workshops Coming Soon Across Canada

Are you aware of all of the latest changes announced as recently as this month that will affect tax-efficient wealth planning for your clients?

Young Advisors Award Winners Announced

Knowledge Bureau and Manulife are pleased to announce that Financial Advisor Lindsay Sawyer Fay of Winnipeg, Manitoba and Darren Ryan, a financial advisor with Ryco Financial in St. John’s, Newfoundland have been selected as the 2016 winners of THE DAC YOUNG ADVISORS AWARD.

Deadline October 1:  DAC Client Innovation Scholarship

Applications for the 2016 DISTINGUISHED ADVISOR CONFERENCE CLIENT INNOVATION SCHOLARSHIP AWARD are now being accepted.  It’s a new award at DAC this year, open to practicing advisors of all ages; who have been actively engaged in the financial services industry for at least five years.

Increase your value proposition with Knowledge Bureau Advanced Payroll course

Payroll is an important component of year-end planning as owner-manager compensation and employee bonuses and benefits are calculated. In other words, tax has a heavy influence on both business cash flow and employee after-tax results.

Students in the News:  From Good to Great:  Delores Moskal

We love sharing feedback from our recent graduates. This week we feature the success story of Delores Moskal from Yorkton, Saskatchewan, who recently graduated from Knowledge Bureau’s Business Valuation for Advisors course.

Newly Updated: Basic Bookkeeping Critical in Increasing Value Propositions

Professional bookkeeping skills are in high demand, but hard to find.   Knowledge Bureau’s new 30-hour certification course features new practical scenarios featuring Intuit’s Quickbooks Online; a powerful educational experience that will enable confidence in the bookkeeping department.  
 
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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%