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.
Things are changing quickly in the tax world and we have a great way to stay on top the critical changes to tax planning and new burdens of proof with the new CE Savvy™ Collection – Tax Audit Defence Strategies. You can earn 5, 15, or 30 CE Credits before year end, too. Here’s why professional advisors cannot miss this opportunity to come up to speed with the complex rules from the March 28, 2023 budget, the August 4, 2023 Draft Legislation and more in preparation for the upcoming tax season.
All the updated knowledge and resources a professional personal tax specialist needs plus expert instruction is what the Knowledge Bureau’s Advanced T1 Tax Update is about, and it’s coming your way in one of three delivery choices: a national virtual event on January 17, 2024 or two in-person events: January 24 at the Pearson Convention Centre in Toronto or January 26 at the Sandman Airport Hotel in Calgary. Registration is required by December 15 for receipt of all five components of this comprehensive experience including a hard copy desk top reference and Evergreen Explanatory Notes, which you’ll cherish throughout tax season:
The Underused Housing Tax has been making headlines, most recently with the last-minute decision on October 31 to extend the filing deadline to April 30, 2024. It’s a move that 85% of tax and financial advisors said they agreed with in responding to our November poll question. However, it’s a nuanced issue that was addressed in many insightful comments. Check them out!
Last chance to choose your own adventure on your pathway to new specialized credentials with our Black Friday Certificate Course sale that ends today! Selected Certificate Course Tuition fees only $195 - $595 with code NOV2023.
DAC Acuity 2023 in Banff was truly remarkable. The Delegates in attendance represented a multi-disciplinary array of leading professionals from the tax and financial services poised to position themselves as advisors of the future. In recognition of this, the DAC 20th Anniversary Awards honoured some outstanding winners: including the Advisor of the Future Award, New Movers & Shakers Award, Industry Change Makers Award, and The Distinguished Master Advisor Award. Please read their stories below! Congratulations to all winners! Join us next year for the 2024 Acuity Conference for Distinguished Advisors November 10-12 in Montreal!
The world has weathered through the most significant health and financial crisis in recent history. Everywhere there is fallout—lost investments, lost careers, lost homes, broken marriages and significant relationships. Is there light at the end of the tunnel? Absolutely! Imagine sitting down for the weekend with 50 successful Canadians from all walks of life to hear about their difficult life experiences and how they overcame them. Make a difference: give the gift of hope!
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?
Things are changing quickly in the tax world and we have a great way to stay on top the critical changes to tax planning and new burdens of proof with the new CE Savvy™ Collection – Tax Audit Defence Strategies. You can earn 5, 15, or 30 CE Credits before year end, too. Here’s why professional advisors cannot miss this opportunity to come up to speed with the complex rules from the March 28, 2023 budget, the August 4, 2023 Draft Legislation and more in preparation for the upcoming tax season.
All the updated knowledge and resources a professional personal tax specialist needs plus expert instruction is what the Knowledge Bureau’s Advanced T1 Tax Update is about, and it’s coming your way in one of three delivery choices: a national virtual event on January 17, 2024 or two in-person events: January 24 at the Pearson Convention Centre in Toronto or January 26 at the Sandman Airport Hotel in Calgary. Registration is required by December 15 for receipt of all five components of this comprehensive experience including a hard copy desk top reference and Evergreen Explanatory Notes, which you’ll cherish throughout tax season:
The Underused Housing Tax has been making headlines, most recently with the last-minute decision on October 31 to extend the filing deadline to April 30, 2024. It’s a move that 85% of tax and financial advisors said they agreed with in responding to our November poll question. However, it’s a nuanced issue that was addressed in many insightful comments. Check them out!
Last chance to choose your own adventure on your pathway to new specialized credentials with our Black Friday Certificate Course sale that ends today! Selected Certificate Course Tuition fees only $195 - $595 with code NOV2023.
DAC Acuity 2023 in Banff was truly remarkable. The Delegates in attendance represented a multi-disciplinary array of leading professionals from the tax and financial services poised to position themselves as advisors of the future. In recognition of this, the DAC 20th Anniversary Awards honoured some outstanding winners: including the Advisor of the Future Award, New Movers & Shakers Award, Industry Change Makers Award, and The Distinguished Master Advisor Award. Please read their stories below! Congratulations to all winners! Join us next year for the 2024 Acuity Conference for Distinguished Advisors November 10-12 in Montreal!
The world has weathered through the most significant health and financial crisis in recent history. Everywhere there is fallout—lost investments, lost careers, lost homes, broken marriages and significant relationships. Is there light at the end of the tunnel? Absolutely! Imagine sitting down for the weekend with 50 successful Canadians from all walks of life to hear about their difficult life experiences and how they overcame them. Make a difference: give the gift of hope!
