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.
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?
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.
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.
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.
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.
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.