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.
Most advisors know how difficult it is to discuss financial matters when there are other issues in the family: conflict, disability or financial worry. Imagine this barrier: how to unlock the deep moral injury young people feel about the institutional and generational betrayal of their mindset; in particular, their significant distress about the enormous existential threat they face in their future. Learn more about why this matters in tax and financial planning with Dr. Britt Wray at DAC Acuity 2022 in Niagara Falls, October 16-18.
Recent MFA-P™ Graduate, Grace Xin shares how taking the MFA-P program has helped build her career as a newcomer in the charitable sector. She says, “charitable giving can be done in so many creative ways to maximize impact while achieving financial goals at the same time. The MFA-P course is an amazing key to open so many doors of strategic philanthropy.” Please join us in congratulating Grace on her achievements and learn more about her story:
This year’s thought leaders will be taking the stage at DAC Acuity 2022, October 16-18 in Niagara Falls to discuss the theme “Velocity: How to Gain Momentum in the New Economy”, as we move into a crucial time that requires defining new realities and taking new financial strategies with clients in the ever evolving new economy. Learn more about the speakers and their topics you can’t miss! RSVP now, and take advantage of early-bird tuition rates – only until August 31.
In the digital era of networking and cyberspace, establishing ethical standards for privacy is especially urgent. The collection of your client’s very personal and financial information, usually through electronics has brought privacy to the forefront of everyone’s mind. The people submitting the information and those collecting the information should be extremely concerned about privacy protection and compliance.
Professional advisors and charity professionals all focus and spend time in our individual specialty areas. On June 23 at 12 PM CST/ 1:00 PM EST, let’s spend some time discussing how these professionals can work collaboratively to enhance the client/donor experience with panelists MFA-P™ alumni Candice Jay and Aneil Gokhale. RSVP now for this complimentary MFA-P™ Discovery Seminar.
Estate planning discussions are always difficult, but these days, perhaps even more so. That’s why tax and financial services providers must pay attention to new trends; notably, that young people – who are to be engaged as the primary stakeholders in wealth transfers – have experienced a significant drop in hopefulness. A recent Statistics Canada study concludes that future research could be done to better understand the potential implications. But DAC Keynote Speaker and new author Dr. Brett Wray has done some important research of her own and has a critical, urgent message: intergenerational power and wealth will not fix the underlying malaise. Find out more, below; reserve your spot at DAC now.
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?
Most advisors know how difficult it is to discuss financial matters when there are other issues in the family: conflict, disability or financial worry. Imagine this barrier: how to unlock the deep moral injury young people feel about the institutional and generational betrayal of their mindset; in particular, their significant distress about the enormous existential threat they face in their future. Learn more about why this matters in tax and financial planning with Dr. Britt Wray at DAC Acuity 2022 in Niagara Falls, October 16-18.
Recent MFA-P™ Graduate, Grace Xin shares how taking the MFA-P program has helped build her career as a newcomer in the charitable sector. She says, “charitable giving can be done in so many creative ways to maximize impact while achieving financial goals at the same time. The MFA-P course is an amazing key to open so many doors of strategic philanthropy.” Please join us in congratulating Grace on her achievements and learn more about her story:
In the digital era of networking and cyberspace, establishing ethical standards for privacy is especially urgent. The collection of your client’s very personal and financial information, usually through electronics has brought privacy to the forefront of everyone’s mind. The people submitting the information and those collecting the information should be extremely concerned about privacy protection and compliance.
Professional advisors and charity professionals all focus and spend time in our individual specialty areas. On June 23 at 12 PM CST/ 1:00 PM EST, let’s spend some time discussing how these professionals can work collaboratively to enhance the client/donor experience with panelists MFA-P™ alumni Candice Jay and Aneil Gokhale. RSVP now for this complimentary MFA-P™ Discovery Seminar.
Estate planning discussions are always difficult, but these days, perhaps even more so. That’s why tax and financial services providers must pay attention to new trends; notably, that young people – who are to be engaged as the primary stakeholders in wealth transfers – have experienced a significant drop in hopefulness. A recent Statistics Canada study concludes that future research could be done to better understand the potential implications. But DAC Keynote Speaker and new author Dr. Brett Wray has done some important research of her own and has a critical, urgent message: intergenerational power and wealth will not fix the underlying malaise. Find out more, below; reserve your spot at DAC now.
