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.
Estate Planning with Life Insurance is an important cornerstone of family wealth planning, but with recent tax changes, a professional update is required for any tax and financial advisor working with high-net-worth families.
Knowledge Bureau is pleased to welcome Portfolio Strategies as the Exclusive Sponsor of the Distinguished Master Financial Advisor Graduation Luncheon at the Distinguished Advisor Conference, November 6-9 in San Diego. Portfolio Strategies’ President, Mark Kent, will be on hand at this prestigious event to congratulate graduates and present them with their designation pins and special gifts.
Bookkeeping is the cornerstone of any small business. In fact, keeping track of cash flows is a key stressor more many. That’s where a highly qualified professional bookkeeper comes in: to help steer the business into calm waters before any waves come aboard. If you want to be that professional, Knowledge Bureau’s Advanced Bookkeeping for Multiple Business course is the best choice to up your game.
Do you want to learn a whole new way of thinking about your business so you can be at least 100 times more excited about your future? Bill Bishop, CEO of Bishop Communication Inc. and publisher of Disrupter Magazine, will explain how in his must-hear session at the Distinguished Advisor Conference 2016. Final registrations are open now to September 30.
Whatever you want in life, other people are going to want it too. Believe in yourself enough to accept the idea that you have an equal right to it.
Diane Sawyer
There’s the old way of doing retirement income planning: how to spend every last dime before you die. (Not very precise, given that we can’t usually pinpoint the day.) Good thing there’s the new way: retirement income averaging and layering.