The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
Check out the outstanding pre-conference activities we have selected to enhance your experience in Montreal! Open to all 2024 Acuity Conference for Distinguished Advisor attendees and their companions. Space is limited, reserve now!
Thinking of enrolling employees for training this fall? The Canada-Manitoba Job Grant will begin accepting applications July 24! But the grants go quickly so apply now if you are interested in enrolling employees in Knowledge Bureau training programs. Up to $10,000 per individual can be received. The grants are available in other provinces too, but with varying deadline dates. Details below:
Knowledge Bureau is pleased to introduce a new Diploma in Advanced Family Tax Compliance. The program provides critical technical studies for professional tax accounting and financial advisors whose clients are facing increasing tax audit risk with recent changes for capital gains dispositions, rental property ownership and family business succession.
Have you added your company’s logo to the list of esteemed partners at this year’s Acuity Conference for Distinguished Advisors? There is still time to promote your good work nationally and join this illustrious group. Get in by September 30!
Professionals who are designated specialists are committed to meeting standards of conduct that include professional development annually and an attestation to ethical conduct. Knowledge Bureau designates who have not yet relicensed have the options that follow.
EVELYN JACKS, DMA™, RWM™, MFA-P™, FDFS™, Founder and President, Knowledge Bureau introduces the 2024 Fellows of Distinguished Financial Services and Provides the Vision for their Special Mission.
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
Check out the outstanding pre-conference activities we have selected to enhance your experience in Montreal! Open to all 2024 Acuity Conference for Distinguished Advisor attendees and their companions. Space is limited, reserve now!
Thinking of enrolling employees for training this fall? The Canada-Manitoba Job Grant will begin accepting applications July 24! But the grants go quickly so apply now if you are interested in enrolling employees in Knowledge Bureau training programs. Up to $10,000 per individual can be received. The grants are available in other provinces too, but with varying deadline dates. Details below:
Knowledge Bureau is pleased to introduce a new Diploma in Advanced Family Tax Compliance. The program provides critical technical studies for professional tax accounting and financial advisors whose clients are facing increasing tax audit risk with recent changes for capital gains dispositions, rental property ownership and family business succession.
Professionals who are designated specialists are committed to meeting standards of conduct that include professional development annually and an attestation to ethical conduct. Knowledge Bureau designates who have not yet relicensed have the options that follow.
EVELYN JACKS, DMA™, RWM™, MFA-P™, FDFS™, Founder and President, Knowledge Bureau introduces the 2024 Fellows of Distinguished Financial Services and Provides the Vision for their Special Mission.
