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.
Did you miss the January 17 Virtual CE Summit? Now available, the Advanced T1 Tax Update for 2023 Returns, Lite version! Tax season is coming up fast, and this is the tax season solution your team needs! Contact your friendly registrar Carol Scott
Did you know that Knowledge Bureau issued CE accreditation for its own designates as well as for MFDA, IAFE, IIROC, ICM, and AIC requirements? The breakdown of credits issued follows. The Acuity Conference for Distinguished Advisors is a great way to earn your CE credits every year! Mark your calendar now for 2024 Acuity Conference in lively, wonderful Montreal - November 10-12, 2024 - and don’t forget to register as an early bird by February 15, for the best pricing of 2024.
You are invited to a special, complimentary educational event to learn why a Real Wealth Management approach to your client relationships is so important in this economic environment. Mark your calendar: for the Meeting of the Minds February 8 at 10:00 AM Central Time. Attendees from coast to coast will discuss the events that are triggering their clients to want to make decisions about their life, financial and economic goals – often outside of their pre-defined plans. There is a new way to approach this. The Advisor of the Future – the Real Wealth Manager (RWM) – will take a proactive leadership role by aligning the stakeholder groups who are an integral part of a strategic Real Wealth Management plan.
Did you miss the January 17 Virtual CE Summit? There are still ways to get your hands on the knowledge from the Advanced 2024 T1 Tax Update for 2023 Returns and learn your way, at your own pace from the convenience of your home or office.
Did you know that CRA has fielded over 8 million calls in past tax seasons, often with complaints as to wait times and quality of their answers? Perhaps that’s the reason their phone number has been removed from the tax return this year, preferring to sending people to the their website instead. But when 25% of Canada’s 32 million taxfilers must rely on current, accurate and prompt answers to their tax questions in a very short period of time, professionals will have to pick up the slack. Fortunately, you can cover your bases with The Tax Tip Toolkit, which includes access to Evergreen Explanatory Notes, your authoritative tax research library. Plus, the Knowledge Bureau Discovery Calculators. Subscribe now!
Tax specialists are in high demand. Did you know that in Edmonton a tax preparer with 0 to 3 years of experience can make $56,888 - $81,231? In Vancouver the amount is somewhat higher - $57,720 - $82,420 and in Winnipeg from $54,390 - $77,665. It’s a great profession and now you can train at home, online, 24/7, to get into the marketplace with Knowledge Bureau’s DMA™-Personal Tax Services Specialist Program, and learn how to use professional tax software, too. Check out the program guides to the six certificate courses in the program, available online and our student testimonials, too!
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?
Did you miss the January 17 Virtual CE Summit? Now available, the Advanced T1 Tax Update for 2023 Returns, Lite version! Tax season is coming up fast, and this is the tax season solution your team needs! Contact your friendly registrar Carol Scott
Did you know that Knowledge Bureau issued CE accreditation for its own designates as well as for MFDA, IAFE, IIROC, ICM, and AIC requirements? The breakdown of credits issued follows. The Acuity Conference for Distinguished Advisors is a great way to earn your CE credits every year! Mark your calendar now for 2024 Acuity Conference in lively, wonderful Montreal - November 10-12, 2024 - and don’t forget to register as an early bird by February 15, for the best pricing of 2024.
You are invited to a special, complimentary educational event to learn why a Real Wealth Management approach to your client relationships is so important in this economic environment. Mark your calendar: for the Meeting of the Minds February 8 at 10:00 AM Central Time. Attendees from coast to coast will discuss the events that are triggering their clients to want to make decisions about their life, financial and economic goals – often outside of their pre-defined plans. There is a new way to approach this. The Advisor of the Future – the Real Wealth Manager (RWM) – will take a proactive leadership role by aligning the stakeholder groups who are an integral part of a strategic Real Wealth Management plan.
Did you know that CRA has fielded over 8 million calls in past tax seasons, often with complaints as to wait times and quality of their answers? Perhaps that’s the reason their phone number has been removed from the tax return this year, preferring to sending people to the their website instead. But when 25% of Canada’s 32 million taxfilers must rely on current, accurate and prompt answers to their tax questions in a very short period of time, professionals will have to pick up the slack. Fortunately, you can cover your bases with The Tax Tip Toolkit, which includes access to Evergreen Explanatory Notes, your authoritative tax research library. Plus, the Knowledge Bureau Discovery Calculators. Subscribe now!
Tax specialists are in high demand. Did you know that in Edmonton a tax preparer with 0 to 3 years of experience can make $56,888 - $81,231? In Vancouver the amount is somewhat higher - $57,720 - $82,420 and in Winnipeg from $54,390 - $77,665. It’s a great profession and now you can train at home, online, 24/7, to get into the marketplace with Knowledge Bureau’s DMA™-Personal Tax Services Specialist Program, and learn how to use professional tax software, too. Check out the program guides to the six certificate courses in the program, available online and our student testimonials, too!
