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.
Secure Your Spot by June 30 and Save on Tuition for Canada’s Only Multi-Advisory Wealth Management Conference: the Annual Acuity Conference for Distinguished Advisors, taking place November 23–26 in spectacular Puerto Vallarta, Mexico. This year’s theme, “Happy Landings”, sets the stage for what may be the most important conference you attend in 2025. In a time of global uncertainty, this is Canada’s only multi-disciplinary gathering of top advisors and thought leaders—brought together to navigate a New Era of Risk and Reward from both a national and international lens.
Introducing an innovative new educational opportunity for public practitioners and new entrepreneurs: KB Customizable Workplace Training Packages. Today’s most successful organizations know that collective growth drives collective success in building client relationships that fuel strategic growth. That’s why investing in your team’s technical knowledge and skills development is essential. Now it is possible to choose educational solutions from industry-specific Workplace Training Packages. You can customize a solution tailored to your team’s specific goals, roles, and industry needs over your fiscal year, with an affordable, convenient monthly budget plan.
In 2025, over $1 trillion in wealth is expected to transition between generations in Canada alone—much of it held by values-driven individuals seeking to leave a meaningful legacy. At the same time, 72% of Canadians say they want their advisors to discuss charitable giving as part of their financial plan, but only 13% of advisors initiate that conversation according to a report from CAGP, The Philanthropic Conversation. This represents a critical gap—and a powerful opportunity.
Register by June 30 to save on tuition for the Annual Acuity Conference for Distinguished Advisors, who will be exploring the theme: Happy Landings, November 23-26 in spectacular Puerto Vallarta, Mexico. This may in fact, be the most important conference you attend this year: Canada’s only multi-disciplinary gathering, appropriately in Mexico, will bring leading Canadian and international thought leaders together to ponder our New Era of Risk and Reward.
In today’s fast-changing economy, professionals in the tax, bookkeeping, and financial services sectors are facing increasing pressure to diversify their knowledge, demonstrate credibility, and add tangible value for clients navigating uncertainty. That’s where specialized credentials—particularly the Distinguished Master Advisor (DMA™) Designation offered through Knowledge Bureau—can make a meaningful difference.
The June 16 tax filing deadline for self-employed proprietors is just around the corner. Be sure to do a thorough review of business expenses allowable – it’s essential to be accurate for tax purposes and keep all receipts and documentation for audit purposes. Misinterpretation or misclassification of expenses can result in either an understatement or overstatement—both of which can impact income reporting, Canada Pension Plan (CPP) contributions, and income tax obligations.
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?
Secure Your Spot by June 30 and Save on Tuition for Canada’s Only Multi-Advisory Wealth Management Conference: the Annual Acuity Conference for Distinguished Advisors, taking place November 23–26 in spectacular Puerto Vallarta, Mexico. This year’s theme, “Happy Landings”, sets the stage for what may be the most important conference you attend in 2025. In a time of global uncertainty, this is Canada’s only multi-disciplinary gathering of top advisors and thought leaders—brought together to navigate a New Era of Risk and Reward from both a national and international lens.
Introducing an innovative new educational opportunity for public practitioners and new entrepreneurs: KB Customizable Workplace Training Packages. Today’s most successful organizations know that collective growth drives collective success in building client relationships that fuel strategic growth. That’s why investing in your team’s technical knowledge and skills development is essential. Now it is possible to choose educational solutions from industry-specific Workplace Training Packages. You can customize a solution tailored to your team’s specific goals, roles, and industry needs over your fiscal year, with an affordable, convenient monthly budget plan.
In 2025, over $1 trillion in wealth is expected to transition between generations in Canada alone—much of it held by values-driven individuals seeking to leave a meaningful legacy. At the same time, 72% of Canadians say they want their advisors to discuss charitable giving as part of their financial plan, but only 13% of advisors initiate that conversation according to a report from CAGP, The Philanthropic Conversation. This represents a critical gap—and a powerful opportunity.
Register by June 30 to save on tuition for the Annual Acuity Conference for Distinguished Advisors, who will be exploring the theme: Happy Landings, November 23-26 in spectacular Puerto Vallarta, Mexico. This may in fact, be the most important conference you attend this year: Canada’s only multi-disciplinary gathering, appropriately in Mexico, will bring leading Canadian and international thought leaders together to ponder our New Era of Risk and Reward.
In today’s fast-changing economy, professionals in the tax, bookkeeping, and financial services sectors are facing increasing pressure to diversify their knowledge, demonstrate credibility, and add tangible value for clients navigating uncertainty. That’s where specialized credentials—particularly the Distinguished Master Advisor (DMA™) Designation offered through Knowledge Bureau—can make a meaningful difference.
The June 16 tax filing deadline for self-employed proprietors is just around the corner. Be sure to do a thorough review of business expenses allowable – it’s essential to be accurate for tax purposes and keep all receipts and documentation for audit purposes. Misinterpretation or misclassification of expenses can result in either an understatement or overstatement—both of which can impact income reporting, Canada Pension Plan (CPP) contributions, and income tax obligations.
