Caught in the Crosshairs of CRA: What Tax Reform Could Mean To Advisors

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.

June 30 Deadline: Designate Recertification, Canada Day Sale and more!

June 30 is an important date for current and prospective Knowledge Bureau students! Save time and money, act now for Designate recertification, half price CE Savvy Collections, DAC early-bird deadline, and a special Canada Day sale for our specialized credentials programs! As a reminder, our offices will be closed on Monday, July 3 –  check out these tuition specials: online registration is always available!

DAC Acuity 2023: Featuring a Tax Planning Powerhouse!

The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. This year out line-up of thought leaders features a tax planning powerhouse…check it out and be sure to register by the June 30 early-bird deadline to save up to $900 on tuition.

Last Chance: Free Lunch & Bold Thinking!

Want to get your blood pumping and your imagination soaring about what the future of the tax, accounting and financial services might look like?   This is your invitation to think boldly and re-imagine it!   Please join the Society of Real Wealth Managers RWM™ for an open conversation about what’s holding us back in making transformational change on November 12 over brunch at the Banff Springs Hotel on the day the  amazing 20th Anniversary DAC Acuity 2023 Conference begins (November 12-14th).  Register by June 30 and lunch is complimentary for members. 

Canada Manitoba Job Grant: Intake 1 for 2023-24 Is Open!

The Canada Job Grant is a collaborative program between the federal and provincial governments designed to assist employers and employees in developing skills for success. The program is available in most provinces, and Manitoba just announced that intake 1 for the 2023-2024 Canada-Manitoba Job Grant is now open! Eligible training dates include training that began on or after April 1, 2023 and ends on or before March 31, 2024.

Designate Relicensing Deadline Ahead: 3 Ways to Earn CE by June 30

Designates – it’s almost time to relicense your specialized credentials! Check out verifiable and non-verifiable options at special tuition prices until June 30 to earn CE and use your exclusive VIP Designate tuition rates you can use to enrol yourself or train your team.

Bill C-47 – March 28, 2023 Budget Off to Senate

Bill C-47, which was tabled on April 20, 2023 to enact certain provisions of the March 28, 2023 federal budget passed through the House of Commons on June 8, 2023, and is now off to the Senate.  With swift passage there, provisions such as the Grocery Rebate could be initiated for anticipated payment by July 5.  However, there are other very important provisions in the 430-page document – sign up to receive Knowledge Bureau Report in your inbox to receive our detailed budget report for more information! 
 
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Knowledge Bureau Poll Question

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?

  • Yes
    7 votes
    21.88%
  • No
    25 votes
    78.13%