Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening? We put that question to our readers last months and as usual, their comments were insightful:
We invite you to connect with Canada’s brightest and 16 of the most accomplished thought leaders in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12. Join us to celebrate, meet and honour your peers from coast-to-coast at the Knowledge Bureau Awards Ceremony on November 10. Check out the detailed online conference agenda designed to help you discover new ways to lead with impactful guidance.
Did you know that Cycle 10 CIRO (previously IIROC) credits now available from Knowledge Bureau?Check out these courses especially for designated professionals: take the Real Wealth Management™ Program or the MFA-P™ Philanthropy Services Specialist and for a limited time, you can enrol and save 15% on tuition. Register by June 30 and take advantage of these offers, and start your online studies anytime!
If you’re a Knowledge Bureau VIP Grad or Designate, the upcoming June 30 deadline is coming up and there are a few reminders to help you get the most out of your VIP experience with Knowledge Bureau. Don’t miss this opportunity to reactivate your VIP Benefits, including $100 off your next enrolments for grads, and $200 for Designates and FDFS™. Plus, for Designates now is the time to relicense the use of your designation marks by submitting your attestation to your standards of conduct. Check out the details below:
Are you passionate about honing your technical expertise, building your businesses as well as personal connections? Then you will want to engage with Canada’s top tax and financial influencers – and join their ranks – at Canada’s only multi-disciplinary conference November 10-12 in Montreal: the 2024 Acuity Conference for Distinguished Advisors! We are so pleased to announce the return of Pro Tax Block and Mandeep Duggal as this year’s Title Sponsor. Mandeep is an inspirational and influential new business leader in Canada. Take a moment to find out why:
Would you like to earn the coveted FDFS™ Designation? These Distinguished Fellows are honored for their distinguished services as influential thought leaders, who have demonstrated a commitment to the noble cause of teaching and writing by engaging others in the high standards of knowledge they share. In doing so, they have also demonstrated an extraordinary commitment to shaping the future of the tax, accounting and financial services industries. Here’s how you can get involved:
The RWM can make a huge difference in how you grow your future business and influence the wealth accumulation, growth, preservation and transition your clients are making decisions about. We invite you to take a few minutes now to watch the Meeting of the Minds session with Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist™, FDFS™ who provides his “Why” – the evolution of the difference it made for his firm, the valuation of his company and the culture that prevailed for his dynamic employees. Plus, take advantage of a special offer: save 15% when you enrol in the RWM™ Program with code RWM15. Offer ends June 30.
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
We invite you to connect with Canada’s brightest and 16 of the most accomplished thought leaders in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12. Join us to celebrate, meet and honour your peers from coast-to-coast at the Knowledge Bureau Awards Ceremony on November 10. Check out the detailed online conference agenda designed to help you discover new ways to lead with impactful guidance.
Did you know that Cycle 10 CIRO (previously IIROC) credits now available from Knowledge Bureau?Check out these courses especially for designated professionals: take the Real Wealth Management™ Program or the MFA-P™ Philanthropy Services Specialist and for a limited time, you can enrol and save 15% on tuition. Register by June 30 and take advantage of these offers, and start your online studies anytime!
If you’re a Knowledge Bureau VIP Grad or Designate, the upcoming June 30 deadline is coming up and there are a few reminders to help you get the most out of your VIP experience with Knowledge Bureau. Don’t miss this opportunity to reactivate your VIP Benefits, including $100 off your next enrolments for grads, and $200 for Designates and FDFS™. Plus, for Designates now is the time to relicense the use of your designation marks by submitting your attestation to your standards of conduct. Check out the details below:
Would you like to earn the coveted FDFS™ Designation? These Distinguished Fellows are honored for their distinguished services as influential thought leaders, who have demonstrated a commitment to the noble cause of teaching and writing by engaging others in the high standards of knowledge they share. In doing so, they have also demonstrated an extraordinary commitment to shaping the future of the tax, accounting and financial services industries. Here’s how you can get involved:
The RWM can make a huge difference in how you grow your future business and influence the wealth accumulation, growth, preservation and transition your clients are making decisions about. We invite you to take a few minutes now to watch the Meeting of the Minds session with Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist™, FDFS™ who provides his “Why” – the evolution of the difference it made for his firm, the valuation of his company and the culture that prevailed for his dynamic employees. Plus, take advantage of a special offer: save 15% when you enrol in the RWM™ Program with code RWM15. Offer ends June 30.
