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.

Dr. Jack Mintz Talks Tax Futures at DAC

How strong are your economic fundamentals relating to critical issues coming down the pike for 2016 and 2017?  Would you like to better understand how the outcome of the US election will affect the global and Canadian economies?

Mark Your Calendar

Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31. Early Registration ends May 15.  Summer Studies Begin July 1 and DAC  Nov 6 -9. Register by June 30.

Planning Sweetspots: Tax-Efficient Retirement Income Layering

Boomers are moving towards retirement, but many are not getting the planning services they need to manage their retirement income on a tax-efficient basis.

Search for 2016 Distinguished Advisor Conference (DAC) Award Winners Begins Now

Application forms for the 2016 DAC Young Advisors Award are now being accepted from young advisors, their clients, employers or mentors and can be found on the Knowledge Bureau website at the Conference tab at www.knowledgebureau.com. The application process will close on May 31 and selection will be announced on June 15, 2016.

Dave Christianson Sets a High Bar as MC of DAC 2016

Over the past 12 years the Distinguished Advisor Conference (DAC) has set a high bar for leaders in the professional financial services by encouraging strategic thought in their provision of wealth management advice.

Growth and Transition of Business: Focus of New Certificate Course

The tax filing deadline for proprietors is midnight June 15; this is also a great time to discuss transitions for growth with owner-managers: incorporation or transition to the next business owner.
 
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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
    127 votes
    94.78%
  • No
    7 votes
    5.22%