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.

Advanced Tax Knowledge Needed for Year End Planning Opportunities

Highly qualified tax advisors are in high demand, not only by their clients but by financial advisors who seek their services and advice.

Publishing Reminder and Upcoming Events

Knowledge Bureau is taking a short summertime break and would like to remind you that there will be no issue of KBR on July 27 and August 3. Next issue of Knowledge Bureau Report will be published on August 10. Knowledge Bureau would also like to remind you of some key dates to mark in your calendar.

The Distinguished Advisor Conference Young Advisors Award Winners Announced

Knowledge Bureau and Manulife are pleased to announce that Lindsay Sawyer Fay of E. Sawyer Financial in 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.

What to Do When Risk Tolerance is Broken

More market volatility is certain in the aftermath of Brexit and in anticipation of the outcome of the US election.   If you really want to help people reach their financial goals, and avoid “bad behavior” because of volatility in the markets, you need to have a broader and more powerful set of tools.

Better Manage Owner-Manager Compensation Discussions

As a result of recent corporate tax rate changes and adjustments to the taxation of dividends, one of the key issues faced by the owner/manager of a private business is how to best manage his or her compensation to maximize the amount of after-tax income available to the family.

Brexit: A Time for Trusted Advisors Who Know the Elements of Real Wealth Management to Shine

With the recent Brexit vote and the US presidential election around the corner, markets are volatile. What hasn’t changed, however, is that for most families, taxes continue to be their largest single lifetime expense. As a result, competent wealth managers with a specialization in both taxes and investment management services are in high demand.
 
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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%