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.
The April 16 Federal Budget proved once more that one of the most important skills people working in the financial services can offer is a deepened knowledge of personal, corporate and trust filing requirements. This is an essential financial service to help households navigate the increasingly broad – and expensive - reach of the CRA, especially for investors and business owners. Knowledge Bureau’s suite of newly updated certificate tax, bookkeeping and retirement planning courses are now available online, together with a special offer. Course benefits and descriptions follow:
Tax, accounting and financial advisors who have deep and broad knowledge about tax efficient retirement income planning, starting with the options available to defer the OAS and CPP pension can provide a valuable added service to a broad base of clients in all three stages of retirement: pre-retirement, the “in-retirement” period and post-retirement, when survivors seek clarity about survivor benefits. And there is a wide knowledge gap, as discussed below. For these reasons receiving a professional certificate on the completion of the Knowledge Bureau’s Tax Efficient Retirement Income Planning course is an important investment.
The Acuity Conference for Distinguished Advisors (DAC) takes place November 10-12 in Montreal, Quebec and we are pleased to welcome the thought leadership of many returning education partners to the stage. The speakers from these organizations are ready to wow the highly-engaged audience at the only multi-disciplinary conference for professionals in the tax, accounting and financial services. Register or partner with us by the June 30 early-bird deadline to save on delegate and sponsorship fees.
Now you can earn 20 life credits with AIC along with 30 KB, 30 life credits with ICM, 20 CIRO PD, and 20 MFDA and lead a collaborative team of professionals and help your clients accumulate, grow, preserve and transition sustainable wealth The RWM™ credentials signify comprehensive training in delivering holistic wealth management service. Want to learn more about the RWM™ approach? Register now to join us at a complimentary live-virtual event on May 7, hosted by practicing Real Wealth Managers™ and outstanding thought leaders, and explore an interactive online Orientation.
In March, we asked our Knowledge Bureau Report readers to share why they subscribe to our weekly breaking tax and financial news. The feedback is in: not only is it an invaluable resource for tax, accounting and financial professionals in their own practice, it helps create more informed and empowered taxpayers. Check out their comments, and we invite you to take this opportunity to share the subscription with your clients.
Especially in light of family business tax changes; and new technology advancements at CRA, a financial intermediary who can integrate advice on all aspects of a financial transaction – from banking to tax reporting - will be well positioned to help both new market entrants and older clients with tax problems it’s high value advice that crosses all demographics. Take 10! Join us for an interactive DMA™ Program Orientation and become a DMA™- Accounting Services Specialist.
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?
The April 16 Federal Budget proved once more that one of the most important skills people working in the financial services can offer is a deepened knowledge of personal, corporate and trust filing requirements. This is an essential financial service to help households navigate the increasingly broad – and expensive - reach of the CRA, especially for investors and business owners. Knowledge Bureau’s suite of newly updated certificate tax, bookkeeping and retirement planning courses are now available online, together with a special offer. Course benefits and descriptions follow:
Tax, accounting and financial advisors who have deep and broad knowledge about tax efficient retirement income planning, starting with the options available to defer the OAS and CPP pension can provide a valuable added service to a broad base of clients in all three stages of retirement: pre-retirement, the “in-retirement” period and post-retirement, when survivors seek clarity about survivor benefits. And there is a wide knowledge gap, as discussed below. For these reasons receiving a professional certificate on the completion of the Knowledge Bureau’s Tax Efficient Retirement Income Planning course is an important investment.
The Acuity Conference for Distinguished Advisors (DAC) takes place November 10-12 in Montreal, Quebec and we are pleased to welcome the thought leadership of many returning education partners to the stage. The speakers from these organizations are ready to wow the highly-engaged audience at the only multi-disciplinary conference for professionals in the tax, accounting and financial services. Register or partner with us by the June 30 early-bird deadline to save on delegate and sponsorship fees.
Now you can earn 20 life credits with AIC along with 30 KB, 30 life credits with ICM, 20 CIRO PD, and 20 MFDA and lead a collaborative team of professionals and help your clients accumulate, grow, preserve and transition sustainable wealth The RWM™ credentials signify comprehensive training in delivering holistic wealth management service. Want to learn more about the RWM™ approach? Register now to join us at a complimentary live-virtual event on May 7, hosted by practicing Real Wealth Managers™ and outstanding thought leaders, and explore an interactive online Orientation.
In March, we asked our Knowledge Bureau Report readers to share why they subscribe to our weekly breaking tax and financial news. The feedback is in: not only is it an invaluable resource for tax, accounting and financial professionals in their own practice, it helps create more informed and empowered taxpayers. Check out their comments, and we invite you to take this opportunity to share the subscription with your clients.
