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.
According to the 2024 Canada Salary Guide released by Robert Half, Competition is intense for skilled finance and accounting talent, and top candidates often receive multiple job offers. Some employers prefer to hold out for experienced professionals with in-demand skills, but that approach can result in overlooking high-potential candidates. To overcome staffing gaps, managers are considering people who may need technical training but have polished soft skills. Knowledge Bureau’s programs and courses leading to specialized credentials can help prepare business owners in the field with technical training their new hires need in tax and accounting.
We’re less than a month away for DAC Acuity 2023 at the Banff Springs Hotel, and the agenda features a tax planning powerhouse ready to help you prepare for tax season 2024.
There is a lot to consider this upcoming tax season when it comes to filing personal returns and increased risk for investors and owner managers. Are you prepared to help? Take a duo of CE Summits with Knowledge Bureau this November and January and get the tools you need to help a variety of client profiles. Plus, you save on tuition with a Duo CE Summit Event Pass!
Now is the time to get ready for tax season 2024 by adding Distinguished Master Advisor (DMA™) to your own Specialized Credentials, or expand the talent in your office to grow your firm. Choose from 3 recommended Designation Programs.
Want to get your blood pumping and your imagination soaring? Join the Society of Real Wealth Managers™ us for an open conversation about what’s holding us back in making transformational change in your industry. What does it take to break free? No cameras, no recordings, just an opportunity to speak plain truth and brainstorm for proactive change for the future, while learning more about Real Wealth Management™ from the people who practice it daily over brunch at DAC 2023!
Picture this, you’re in a rush so you check your driving app to find the quickest route to your destination. You’ve got the car packed and you are on your way. The drive is going well, and you are on track to make it to your destination just in time; that is, until you hit a couple of construction detours.As you sit in traffic, you wonder why the app sent you down a road that wasn’t ready for traffic? This is the feeling many taxpayers and their advisors are having as they try to comply to file form UHT-2900 by the October 31 deadline this month.
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?