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.
An interesting trend has emerged in giving has emerged over the pandemic years. In a new report released by Statistics Canada on March 14, 2023 there was a 3% drop in donors claiming donation tax credits in the 2021 tax filing year. Are Canadians less charitable these days? Or is something else going on?
In May we asked tax and financial professionals to weigh in on the following question: “Do you think that the government should subsidize tax return filing fees so people can get more accurate results and benefits for free?” The verdict is in and 60% of tax and financial advisors who participated answered “no”. They share why in their insightful comments and offer alternative solutions that recognize it’s a system that requires reformation to help more low-income and vulnerable Canadians access their benefits.
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! We invite you to experience all that this year’s event has to offer by visiting the new interactive agenda where you can enrol there for events, travel, hotel and sign up by June 30 for early bird tuition reductions. Hurry - reserve the incredibly low hotel rates (rooms will sell out fast):
Time to hit the books – online, that is? Summertime is a great time to earn specialized credentials by earning your Diploma or Designation from Knowledge Bureau. We’ve got a special offer to help with the tax-deductible tuition fees: a $100 saving for new students. This early bird offer ends June 15. Plus there is a bonus for our VIP Prior Grads: save $100, $200 or $300 more. Details below. Grad rates can also be applied to team training enrolments. And, best of all, you can start anytime, 24/7, even today!
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! We invite you to experience all that this year’s event has to offer by visiting the new interactive agenda, just launched. You can enrol there for events, travel, hotel and sign up by June 30 for early bird tuition reductions. Hurry - reserve the incredibly low hotel rates (rooms will sell out fast):
Looking for a new way to earn CE Credits? Check out the new micro-courses from Knowledge Bureau and build new relationships with new conversations with your clients! Earn 5 CE Credits with Knowledge Bureau and FPCanada, IAFE, ICM, AIC and MFDA. Now, save 50% on any collection of your choice until June 15!
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?
An interesting trend has emerged in giving has emerged over the pandemic years. In a new report released by Statistics Canada on March 14, 2023 there was a 3% drop in donors claiming donation tax credits in the 2021 tax filing year. Are Canadians less charitable these days? Or is something else going on?
In May we asked tax and financial professionals to weigh in on the following question: “Do you think that the government should subsidize tax return filing fees so people can get more accurate results and benefits for free?” The verdict is in and 60% of tax and financial advisors who participated answered “no”. They share why in their insightful comments and offer alternative solutions that recognize it’s a system that requires reformation to help more low-income and vulnerable Canadians access their benefits.
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! We invite you to experience all that this year’s event has to offer by visiting the new interactive agenda where you can enrol there for events, travel, hotel and sign up by June 30 for early bird tuition reductions. Hurry - reserve the incredibly low hotel rates (rooms will sell out fast):
Time to hit the books – online, that is? Summertime is a great time to earn specialized credentials by earning your Diploma or Designation from Knowledge Bureau. We’ve got a special offer to help with the tax-deductible tuition fees: a $100 saving for new students. This early bird offer ends June 15. Plus there is a bonus for our VIP Prior Grads: save $100, $200 or $300 more. Details below. Grad rates can also be applied to team training enrolments. And, best of all, you can start anytime, 24/7, even today!
Looking for a new way to earn CE Credits? Check out the new micro-courses from Knowledge Bureau and build new relationships with new conversations with your clients! Earn 5 CE Credits with Knowledge Bureau and FPCanada, IAFE, ICM, AIC and MFDA. Now, save 50% on any collection of your choice until June 15!
