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.

DAC Agenda Released: 18 Distinguished Speakers Take On Cutting Edge Topics

Winnipeg, MB - Top tax and wealth advisors from across Canada will travel to Puerto Vallarta later this fall to participate in a strategic think tank on the challenge of building multi-generational relationships in a global environment in which digital communications both enhance opportunities and  present new risks.

Advanced Payroll – A Great Course for Every Bookkeeper

The technical side of payroll, if done incorrectly, can cost the employer or the employee money, not to mention incurring penalties with the Canada Revenue Agency.

Academic Calendar For Tax And Financial Advisors

What are your plans for the rest of the year? Don’t know? Well, Knowledge Bureau has set dates for our fall and winter workshops as well as summer and fall online training dates.

T1 Course Uses “Thought Provoking Scenarios”

When it comes to enhancing and updating your skills, there is never a downside to a refresher. That’s what Diane Elliott, who is four courses into her Distinguished Financial Advisor (DFA) – Tax Services Specialist, strongly believes.

Multi Generation Planning, Millennial Millionaires and More at DAC

The 2015 Distinguished Advisor Conference agenda is coming together nicely. Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar.

Fall Distinguished Advisor Workshop (DAW): Family Business & Year End Planning

The number of family businesses in Canada is growing! Yet, there are real issues around succession, business valuation and the financing of heirs that advisors and their clients need to be discussing now.
 
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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%