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.
At the 2025 Acuity Conference for Distinguished Advisors November 23-26 in Puerto Vallarta, a multi-disciplinary audience of top advisors will have the opportunity to learn from one of Canada’s most experienced wealth strategists, author, and Head of BCV Private Client Group: Douglas V. Nelson, RWM™, MFA™, CFP®, CLU, TEP. In a dynamic session built around real-world results, Doug will demonstrate how to build resilient, tax-efficient retirement portfolios, a necessary strategy in today’s volatile markets.
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:
Periodically the Canada Revenue Agency (CRA) will embark upon a campaign with slogans to the effect that tax filing is simple. With over 20 years of experience in professional personal tax preparation - and still learning more every year – that’s perplexing as the majority of tax returns are far from simple. But completing an introductory tax prep course is foundational for everyone. It will maximize the relationship between the tax filer and the CRA, their financial pros and their investment decisions. Fortunately help is here, now.
Today’s most successful advisors and tax professionals know that ongoing education is not just about compliance—it’s about leadership, specialization, and delivering better client outcomes. For practitioners who seek to diversify their knowledge across multiple financial disciplines, Knowledge Bureau’s CE Master Micro-Credentials offer a focused, practical path to sharpen expertise and stand out in an increasingly competitive and regulated industry. . .at a special introductory offer for the month of July.
It’s almost the halfway mark in the year 2025! How prepared are Canadians for uncertainty and volatility ahead? StatsCan is reporting that our debt to income ratio worsened in the first quarter of 2025. There is an opportunity for advisors to start year end tax planning early to engage clients in solutions to pay down debt. Online certificate courses leading to the DMA (Distinguished Master Advisor) designation can help shore up knowledge on tax, accounting and budgeting as well as business forecasting and planning gaps this summer. Here’s the backdrop:
Charitable giving has changed noticeably in recent years. As professionals who prepare tax returns or provide estate and legacy planning services, you will almost certainly have noticed a decline in the number of clients who are giving. But donors who plan strategically throughout the year may be more inclined to give more and most important, highly value the opportunity to discuss this with a training strategist. This is where the MFA-P™ designation program comes in. Consider the following as a key professional opportunity:
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?
At the 2025 Acuity Conference for Distinguished Advisors November 23-26 in Puerto Vallarta, a multi-disciplinary audience of top advisors will have the opportunity to learn from one of Canada’s most experienced wealth strategists, author, and Head of BCV Private Client Group: Douglas V. Nelson, RWM™, MFA™, CFP®, CLU, TEP. In a dynamic session built around real-world results, Doug will demonstrate how to build resilient, tax-efficient retirement portfolios, a necessary strategy in today’s volatile markets.
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:
Periodically the Canada Revenue Agency (CRA) will embark upon a campaign with slogans to the effect that tax filing is simple. With over 20 years of experience in professional personal tax preparation - and still learning more every year – that’s perplexing as the majority of tax returns are far from simple. But completing an introductory tax prep course is foundational for everyone. It will maximize the relationship between the tax filer and the CRA, their financial pros and their investment decisions. Fortunately help is here, now.
Today’s most successful advisors and tax professionals know that ongoing education is not just about compliance—it’s about leadership, specialization, and delivering better client outcomes. For practitioners who seek to diversify their knowledge across multiple financial disciplines, Knowledge Bureau’s CE Master Micro-Credentials offer a focused, practical path to sharpen expertise and stand out in an increasingly competitive and regulated industry. . .at a special introductory offer for the month of July.
It’s almost the halfway mark in the year 2025! How prepared are Canadians for uncertainty and volatility ahead? StatsCan is reporting that our debt to income ratio worsened in the first quarter of 2025. There is an opportunity for advisors to start year end tax planning early to engage clients in solutions to pay down debt. Online certificate courses leading to the DMA (Distinguished Master Advisor) designation can help shore up knowledge on tax, accounting and budgeting as well as business forecasting and planning gaps this summer. Here’s the backdrop:
Charitable giving has changed noticeably in recent years. As professionals who prepare tax returns or provide estate and legacy planning services, you will almost certainly have noticed a decline in the number of clients who are giving. But donors who plan strategically throughout the year may be more inclined to give more and most important, highly value the opportunity to discuss this with a training strategist. This is where the MFA-P™ designation program comes in. Consider the following as a key professional opportunity:
