Family businesses are at the heart of Canada’s economy, yet most won’t survive beyond the first or second generation: 70% of wealthy clients will lose their wealth in the first generation that inherits. Worse by the third generation, 90% of it will be gone. When they fail, the impact extends far beyond the owners—employees, communities, and local economies all feel the loss. That’s why now is an ideal time to build your expertise in this area. The good news: you can learn more and earn CE Credentials with our limited-time 50% off Black Friday offer on the Advising Family Business course.
The trust tax landscape in Canada is undergoing its most significant transformation in years. Starting in 2025, all trusts will be required to file T3 returns - including those that historically did not file because there was no income to report, such as bare trusts. For tax and financial advisors, these changes represent both a compliance challenge and a business opportunity. Knowledge Bureau’s Filing T3 Trust Returns course provides the expertise you need to meet new obligations and help clients make smarter intergenerational tax and estate planning decisions.
Did you know that for graduates who earn a Designation from Knowledge Bureau, earning the credential is only the first step. To keep these designations active, graduates must complete an annual relicensing process. This ensures they remain up to date with legislative changes, regulatory requirements, and the highest standards of professional practice.
When choosing an online education provider in tax, bookkeeping, or financial services, it’s important to look beyond course content alone. At Knowledge Bureau, we offer a more structured, supportive, and applied learning experience—designed to help professionals strengthen their careers and deliver measurable value to clients. Here’s how each part of the Knowledge Bureau experience supports your professional growth:
Audit activity is on the rise—and the stakes are higher than ever. With a federal target to collect $3.75 billion through increased fines and penalties, along with widespread T-slip errors and confusion around capital gains, tax audits are expected to surge in 2025.Tax and financial advisors must be prepared to respond. Join us at the CE Savvy Summit: Audit Defence on September 17 for a deep dive into the latest audit trends, case studies, and defence strategies. Learn directly from leading experts and get practical tools to better protect your clients. Register by September 10 to take advantage of early-bird rates. Special pricing available for Diploma and Team member registrations.
This fall, step out of the day-to-day and into a setting designed to inspire forward thinking and fresh perspective. Join us November 23–26 in Puerto Vallarta, Mexico for the Acuity 2025 Conference for Distinguished Advisors, where leaders, educators, and advisors gather to explore what it takes to thrive in a fast-changing financial landscape. Space is limited, and flight prices are increasing. To join the experience, earn CE/CPD credits, stay ahead of critical changes, and return to your practice energized and future-focused, Acuity 2025 is your landing spot.
Businesses registered for the GST and Harmonized Sales Tax (HST) in Canada must file returns and remit the tax they collect to the Canada Revenue Agency (CRA). When it comes to reporting the HST collected and the input tax credits (ITCs) they can claim, registrants have two primary options: the Quick method and the Detailed (or regular) method. Choosing the right method can significantly impact a business’s cash flow and administrative workload. This is just one aspect of strong tax advisory services, delivered to small businesses by a specialist. Consider earning the DMA- Corporate Tax Services Specialist Designation to gain deeper insights into tax planning & compliance to help clients make informed decisions—like choosing the right HST method. Here are some details about the HST filings:
The trust tax landscape in Canada is undergoing its most significant transformation in years. Starting in 2025, all trusts will be required to file T3 returns - including those that historically did not file because there was no income to report, such as bare trusts. For tax and financial advisors, these changes represent both a compliance challenge and a business opportunity. Knowledge Bureau’s Filing T3 Trust Returns course provides the expertise you need to meet new obligations and help clients make smarter intergenerational tax and estate planning decisions.
Did you know that for graduates who earn a Designation from Knowledge Bureau, earning the credential is only the first step. To keep these designations active, graduates must complete an annual relicensing process. This ensures they remain up to date with legislative changes, regulatory requirements, and the highest standards of professional practice.
When choosing an online education provider in tax, bookkeeping, or financial services, it’s important to look beyond course content alone. At Knowledge Bureau, we offer a more structured, supportive, and applied learning experience—designed to help professionals strengthen their careers and deliver measurable value to clients. Here’s how each part of the Knowledge Bureau experience supports your professional growth:
Audit activity is on the rise—and the stakes are higher than ever. With a federal target to collect $3.75 billion through increased fines and penalties, along with widespread T-slip errors and confusion around capital gains, tax audits are expected to surge in 2025.Tax and financial advisors must be prepared to respond. Join us at the CE Savvy Summit: Audit Defence on September 17 for a deep dive into the latest audit trends, case studies, and defence strategies. Learn directly from leading experts and get practical tools to better protect your clients. Register by September 10 to take advantage of early-bird rates. Special pricing available for Diploma and Team member registrations.
This fall, step out of the day-to-day and into a setting designed to inspire forward thinking and fresh perspective. Join us November 23–26 in Puerto Vallarta, Mexico for the Acuity 2025 Conference for Distinguished Advisors, where leaders, educators, and advisors gather to explore what it takes to thrive in a fast-changing financial landscape. Space is limited, and flight prices are increasing. To join the experience, earn CE/CPD credits, stay ahead of critical changes, and return to your practice energized and future-focused, Acuity 2025 is your landing spot.
Businesses registered for the GST and Harmonized Sales Tax (HST) in Canada must file returns and remit the tax they collect to the Canada Revenue Agency (CRA). When it comes to reporting the HST collected and the input tax credits (ITCs) they can claim, registrants have two primary options: the Quick method and the Detailed (or regular) method. Choosing the right method can significantly impact a business’s cash flow and administrative workload. This is just one aspect of strong tax advisory services, delivered to small businesses by a specialist. Consider earning the DMA- Corporate Tax Services Specialist Designation to gain deeper insights into tax planning & compliance to help clients make informed decisions—like choosing the right HST method. Here are some details about the HST filings:
