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.

Education Funding Options with Knowledge Bureau

Taking a Knowledge Bureau training program this year?  There are numerous funding options to help make your professional studies more affordable, including financing by Knowledge Bureau, funding through a student’s own tax assisted savings plans and CRA tax assistance through various tax incentives.

Introducing DAC 2016 Sponsors

This year, the Distinguished Advisor Conference is for and about the Top Guns - the leaders of tomorrow in the tax and financial services - and we are pleased to introduce our Top Gun Sponsors who make three days of thought-provoking speakers and topics possible. RSVP by September 30.

Focus on Income Layering in New Retirement Course

This fall, learn an important skill that’s in demand. Retirement income planning is a skillset in high demand by the baby boomer demographic—the most affluent generation in our history. 

Knowledge Bureau is Growing. . .Passionate about sharing knowledge?

Passionate about sharing knowledge in financial education?  Then contact us today. 

Introducing the DAC 2016 Speaker Starting Line Up

Soar Higher! You won’t want to these 20 thought-provoking speakers, who will bringing to you cutting edge interpretation of global events, including the results of the controversial U. S. election night, and their sage insights designed to help you maximize your greater potential.

Seven Reasons to Go Back To School with Knowledge Bureau

Today’s professional tax and financial advisors work within a changing environment in which clients are more willing to pay for knowledge and interpretation.  Highly informed clients, especially Millennials and their retiring parents, demand an expanded knowledge base in the value proposition they are willing to pay for.
 
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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%