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.
Be sure to register by August 31 to take advantage of the early bird conference discounts for DAC, October 16 -18 in beautiful Niagara Falls. You won’t want to miss the incredible line up of topflight speakers who will bring the future of finance to you in spades of insightful thought leadership. It is the only conference for a multi-advisory audience and the one you should not miss if you are a business leader or owner-manager in the tax or financial services. Consider these critical topics:
National Financial Education Institute Knowledge Bureau is pleased to announce the launch of its new virtual campus: learn.knowledgebureau.com. The mission of the second campus, which complements the Specialized Credentials offered through www.knowledgebureau.com, will focus on an expanded curriculum of short professional courses available by subscription, especially designed for entrepreneurial advisors in search of both technical and business education.
Join us for an exclusive night out with Knowledge Bureau President Evelyn Jacks and Chef Massimo Capra on October 15th in beautiful Niagara Falls. This dinner is limited to 20 guests, so confirm your attendance at DAC and your reservation as soon as possible. Here are the details of the delicious extravaganza; plus, check out the outstanding agenda too!
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. But there are other risks, too, and these topical issues will be the subject of a deep dive for pros at the September 21 CE Summits.
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer. Consider:
It’s not too late to learn to prepare personal income tax returns from your home or office and now you can confidently learn and practice with Knowledge Bureau’s newly released Professional Entry level course.
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?
Be sure to register by August 31 to take advantage of the early bird conference discounts for DAC, October 16 -18 in beautiful Niagara Falls. You won’t want to miss the incredible line up of topflight speakers who will bring the future of finance to you in spades of insightful thought leadership. It is the only conference for a multi-advisory audience and the one you should not miss if you are a business leader or owner-manager in the tax or financial services. Consider these critical topics:
National Financial Education Institute Knowledge Bureau is pleased to announce the launch of its new virtual campus: learn.knowledgebureau.com. The mission of the second campus, which complements the Specialized Credentials offered through www.knowledgebureau.com, will focus on an expanded curriculum of short professional courses available by subscription, especially designed for entrepreneurial advisors in search of both technical and business education.
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. But there are other risks, too, and these topical issues will be the subject of a deep dive for pros at the September 21 CE Summits.
There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer. Consider:
It’s not too late to learn to prepare personal income tax returns from your home or office and now you can confidently learn and practice with Knowledge Bureau’s newly released Professional Entry level course.
