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.
It is critical to know the mechanics of tax preparation, not only for those who want to get into or stay in the tax preparation industry, but also for financial advisors who want to offer an integrated, holistic solution to planning for their clients. If you don't know tax, you're likely missing double digit returns in your plans for Real Wealth Management with your clients.
Knowledge Bureau is pleased to announce that Brent Gleeson, a Navy SEAL combat veteran with multiple tours to Iraq and Africa, and writer for Inc.com and Forbes.com will speak at the Distinguished Advisor Conference, Nov. 6 to 9 in San Diego. Early registration is now open until June 30.
In today’s tax and economic climate, multi-generational planning faces new risks and understanding the opportunities in the management of corporate investments is a huge issue. Uncover the latent potential in these resources for investment and retirement planning by joining John Natale, AVP Tax, Retirement & Estate Planning Services, at DAC this November 6 – 9 in San Diego.
Your client, a financial advisor himself, is retiring from his practice and therefore selling non-financial assets, financial assets, real estate assets and a business. Where will the tax be paid and how much will be paid in the hands of the individuals, corporations or trusts involved?
We love sharing feedback from our recent graduates. This week we feature the success of Mr. David Foth from Saskatoon, who recently graduated from the new T1 Professional Tax Preparation - Basic course.
With tax season largely behind us, energetic business builders in the tax and financial services industries will be interested in pursuing their next great revenue growth opportunity immediately: tax-efficient retirement income planning.
It is critical to know the mechanics of tax preparation, not only for those who want to get into or stay in the tax preparation industry, but also for financial advisors who want to offer an integrated, holistic solution to planning for their clients. If you don't know tax, you're likely missing double digit returns in your plans for Real Wealth Management with your clients.
Knowledge Bureau is pleased to announce that Brent Gleeson, a Navy SEAL combat veteran with multiple tours to Iraq and Africa, and writer for Inc.com and Forbes.com will speak at the Distinguished Advisor Conference, Nov. 6 to 9 in San Diego. Early registration is now open until June 30.
In today’s tax and economic climate, multi-generational planning faces new risks and understanding the opportunities in the management of corporate investments is a huge issue. Uncover the latent potential in these resources for investment and retirement planning by joining John Natale, AVP Tax, Retirement & Estate Planning Services, at DAC this November 6 – 9 in San Diego.
Your client, a financial advisor himself, is retiring from his practice and therefore selling non-financial assets, financial assets, real estate assets and a business. Where will the tax be paid and how much will be paid in the hands of the individuals, corporations or trusts involved?
We love sharing feedback from our recent graduates. This week we feature the success of Mr. David Foth from Saskatoon, who recently graduated from the new T1 Professional Tax Preparation - Basic course.
With tax season largely behind us, energetic business builders in the tax and financial services industries will be interested in pursuing their next great revenue growth opportunity immediately: tax-efficient retirement income planning.
