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.
FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.
Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.
Advisors who work with corporate clients, real estate holders and high net worth individuals will want to sharpen their knowledge in advanced tax, retirement, succession and estate planning strategies by hearing Canada’s leading experts on the subjects starting the last week of October.
FOR IMMEDIATE RELEASE – Monica Weissmann is an independent financial advisor who runs her business on the Manulife Securities platform. Her path into the financial services industry is a unique one.
FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.
Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.
Advisors who work with corporate clients, real estate holders and high net worth individuals will want to sharpen their knowledge in advanced tax, retirement, succession and estate planning strategies by hearing Canada’s leading experts on the subjects starting the last week of October.
On September 2, make sure you check out our Breaking News Issue of Knowledge Bureau Report.
FOR IMMEDIATE RELEASE – Monica Weissmann is an independent financial advisor who runs her business on the Manulife Securities platform. Her path into the financial services industry is a unique one.
