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.
Now that tax season is in full swing, Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31, Summer Studies Begin June 15, DAC Nov 6 -9.
Applications for the 2016 DAC Young Advisors Award are now being accepted for the Distinguished Advisor Conference Young Advisors Award. The award is open to young advisors actively engaged in the financial services industry for at least five years and under the age of 35.
Canadians who reach age 65 are more likely than ever to live into their nineties, largely due to advances in preventing heart disease, and to Baby Boomers leading healthier lifestyles. This trend towards increased longevity means that retirement income planning must cover a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds.
Now that tax season is in full swing, Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31, Summer Studies Begin June 15, DAC Nov 6 -9.
Using comprehensive tax reduction strategies as a leading weapon in sustaining family wealth always makes sense, but never more than this year. In an investment climate in which there is very little certainty, it pays to look for winners we can count on: tax-efficient investments, for example.
Knowledge Bureau’s recently updated T1 Professional Tax Preparation – Basic course introduces a proven process for consistently accurate T1 tax preparation services, with a professional client interview and documentation management system, now featuring case studies using 2015 professional tax software.
Now that tax season is in full swing, Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31, Summer Studies Begin June 15, DAC Nov 6 -9.
Applications for the 2016 DAC Young Advisors Award are now being accepted for the Distinguished Advisor Conference Young Advisors Award. The award is open to young advisors actively engaged in the financial services industry for at least five years and under the age of 35.
Canadians who reach age 65 are more likely than ever to live into their nineties, largely due to advances in preventing heart disease, and to Baby Boomers leading healthier lifestyles. This trend towards increased longevity means that retirement income planning must cover a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds.
Using comprehensive tax reduction strategies as a leading weapon in sustaining family wealth always makes sense, but never more than this year. In an investment climate in which there is very little certainty, it pays to look for winners we can count on: tax-efficient investments, for example.
Knowledge Bureau’s recently updated T1 Professional Tax Preparation – Basic course introduces a proven process for consistently accurate T1 tax preparation services, with a professional client interview and documentation management system, now featuring case studies using 2015 professional tax software.
