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 available ebook or hard copy.
"Evelyn Jacks shows Canadian families how to use tax planning to save thousands over the years through family income splitting and asset accumulation. This book is a must-read if you want to build wealth and achieve your financial goals." Gordon Pape, bestselling author of Tax Free Savings Accounts.
Differentiate yourself as an MFA-Succession and Estate Planning Specialist in your community. The first certificate course in the program, provides students with a solid understanding of the fundamentals of succession planning and how to become a more valuable resource to your clients in assisting them with their business succession planning needs.
It’s official: The Distinguished Advisor Conference (DAC) will be held November 6-9, 2016 in San Diego, and Knowledge Bureau’s Annual January Personal Tax Bootcamp is set to begin January 20 to 25, 2016 across Canada. Registrants are urged to reserve their spots early and take advantage of early bird tuition reductions until December 15, 2015.
Year-end tax planning, owner manager compensation, business transition planning and more were covered over the last few days at the fall Distinguished Advisor Workshop (DAW).