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.
As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
With the personal tax filing deadline behind us, now is the time for a second look—especially when it comes to medical expense claims and eligibility for the Disability Tax Credit (DTC). Many Canadians with disabilities, or those who care for them, may have overlooked or under-claimed important tax benefits during the initial rush to file. Post-tax season is the perfect opportunity to review, adjust, and plan for maximum tax efficiency going forward. One area worth special attention is the intersection of attendant care expenses and the DTC—a combination that, if not claimed carefully, can leave tax savings on the table.
Knowledge Bureau is proud to introduce new micro-credentials in Small Business Services through a new CE Mastery Program, designed to give business owners and their teams the financial confidence and knowledge needed to drive better outcomes — both in the business and in life.
In a rapidly evolving tax and estate planning landscape, one topic has stood out for its complexity and controversy: Bare Trusts. These once quietly used tools for holding family cottages, minimizing probate, or preserving privacy have now found themselves under the microscope of new CRA reporting requirements.
Small businesses remain the cornerstone of the Canadian economy, accounting for 98% of all employer businesses and employing over two-thirds of the private labour force, according to Statistics Canada. Yet, in today’s volatile economic climate, these businesses face growing challenges: persistent inflation, a high cost of borrowing, and significant workforce shortages. For many owner-managers, the need to build scalable, resilient enterprises has never been more urgent. Today’s small business owners need more than just technical advice—they need leadership, clarity, and vision.
There are numerous funding options to help make your professional studies more affordable, including financing available through Knowledge Bureau, funding through each student’s own tax-assisted savings plans, and tax assistance through various CRA tax incentives. However, what can be deducted depends on who you are and what programs you will be involved in.
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?
As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
With the personal tax filing deadline behind us, now is the time for a second look—especially when it comes to medical expense claims and eligibility for the Disability Tax Credit (DTC). Many Canadians with disabilities, or those who care for them, may have overlooked or under-claimed important tax benefits during the initial rush to file. Post-tax season is the perfect opportunity to review, adjust, and plan for maximum tax efficiency going forward. One area worth special attention is the intersection of attendant care expenses and the DTC—a combination that, if not claimed carefully, can leave tax savings on the table.
Knowledge Bureau is proud to introduce new micro-credentials in Small Business Services through a new CE Mastery Program, designed to give business owners and their teams the financial confidence and knowledge needed to drive better outcomes — both in the business and in life.
In a rapidly evolving tax and estate planning landscape, one topic has stood out for its complexity and controversy: Bare Trusts. These once quietly used tools for holding family cottages, minimizing probate, or preserving privacy have now found themselves under the microscope of new CRA reporting requirements.
Small businesses remain the cornerstone of the Canadian economy, accounting for 98% of all employer businesses and employing over two-thirds of the private labour force, according to Statistics Canada. Yet, in today’s volatile economic climate, these businesses face growing challenges: persistent inflation, a high cost of borrowing, and significant workforce shortages. For many owner-managers, the need to build scalable, resilient enterprises has never been more urgent. Today’s small business owners need more than just technical advice—they need leadership, clarity, and vision.
There are numerous funding options to help make your professional studies more affordable, including financing available through Knowledge Bureau, funding through each student’s own tax-assisted savings plans, and tax assistance through various CRA tax incentives. However, what can be deducted depends on who you are and what programs you will be involved in.
