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.
“Renewal is the principle—and the process—that empowers us to move on an upward spiral of growth and change, of continuous improvement.” This powerful quote from Dr. Stephen R. Covey speaks volumes: everyone needs to take a break. We are too at Knowledge bureau Report – we’ll be back with breaking tax, investment and practice management news for professionals and their clients on August 2. In the meantime, if you’re itching for some great educational reading, check out these great learning options from our CE Savvy Micro Course Collections.
Canadians’ confidence in their ability to retire on time seems to have plummeted, according to recent data. Is there a retirement crisis? The Society of Real Wealth Managers™ will explore the issue and ways RWMs can help in a special Meeting of the Minds on August 16 at 12 PM CST. Join us for this important (and free) event…RSVP now!
Whether you need CE credits or prefer an academic pathway to specialization, CE Savvy™-PD Micro-Course collections are designed to help savvy professionals invest in education that’s immediately impactful and implementable. Here’s why that’s important at a time when everything has changed:
Close to 18 million tax returns are filed by professional EFILE Services in tax season 2023 – 59.5% of all tax returns filed in Canada, according to CRA’s income tax statistics. This speaks to the tremendous opportunities available in mentoring new tax preparers throughout the summer and fall to prepare for tax season 2024. But in our June poll, 60% of respondents told us it was difficult to attract and engage new entrants.
This month, Knowledge Bureau Report celebrates the achievements of Harvey Agustin, an outstanding professional from Calgary, Alberta who has recently designated as and RWM™ - Real Wealth Manager and an MFA-P™ - Philanthropic Services Specialist. He tells us what these achievements have meant to him.
Good news! It’s officially the farthest month between tax seasons, but time will march quickly on the journey towards 2024, when highly trained personal tax specialists will again be in high demand. That’s why July is such a good month to commit to Knowledge Bureau’s Tax Training School, featuring the DMA™-Personal Tax Services Specialist program and its six professional courses, updated for 2023 tax filing requirements, and available for continuous intake now.
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?
“Renewal is the principle—and the process—that empowers us to move on an upward spiral of growth and change, of continuous improvement.” This powerful quote from Dr. Stephen R. Covey speaks volumes: everyone needs to take a break. We are too at Knowledge bureau Report – we’ll be back with breaking tax, investment and practice management news for professionals and their clients on August 2. In the meantime, if you’re itching for some great educational reading, check out these great learning options from our CE Savvy Micro Course Collections.
Canadians’ confidence in their ability to retire on time seems to have plummeted, according to recent data. Is there a retirement crisis? The Society of Real Wealth Managers™ will explore the issue and ways RWMs can help in a special Meeting of the Minds on August 16 at 12 PM CST. Join us for this important (and free) event…RSVP now!
Whether you need CE credits or prefer an academic pathway to specialization, CE Savvy™-PD Micro-Course collections are designed to help savvy professionals invest in education that’s immediately impactful and implementable. Here’s why that’s important at a time when everything has changed:
Close to 18 million tax returns are filed by professional EFILE Services in tax season 2023 – 59.5% of all tax returns filed in Canada, according to CRA’s income tax statistics. This speaks to the tremendous opportunities available in mentoring new tax preparers throughout the summer and fall to prepare for tax season 2024. But in our June poll, 60% of respondents told us it was difficult to attract and engage new entrants.
This month, Knowledge Bureau Report celebrates the achievements of Harvey Agustin, an outstanding professional from Calgary, Alberta who has recently designated as and RWM™ - Real Wealth Manager and an MFA-P™ - Philanthropic Services Specialist. He tells us what these achievements have meant to him.
Good news! It’s officially the farthest month between tax seasons, but time will march quickly on the journey towards 2024, when highly trained personal tax specialists will again be in high demand. That’s why July is such a good month to commit to Knowledge Bureau’s Tax Training School, featuring the DMA™-Personal Tax Services Specialist program and its six professional courses, updated for 2023 tax filing requirements, and available for continuous intake now.
