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.
Submit the name of your worthy nomination for the DAC New Advisor Award now. The application deadline September 1, 2022. The prestigious award recognizes the next generation and their contributions to excellence in the tax, accounting and/or financial services. Here’s what the winner of this prestigious award will receive and how to apply:
A typical small business owner fearlessly wears many hats. However, when it comes to tax season, most just want to grab a pillow and hide their head under it.
June 30 is an important date. Knowledge Bureau Professionals graduate with new skills and specialized knowledge. It is what differentiates you from others. If you are a Designate, June 30 is also an important deadline: it’s time to submit your required Attestation to your standards of conduct, and meet annual CE requirements… with some exclusive tuition offers!
Join Kim G.C. Moody, FCPA, FCA, TEP will be taking the live stage at DAC Acuity 2022 to discuss The Speed of Tax Change and what it means for financial professionals and their clients. In his entertaining style, Kim will discuss the very complex and pervasive changes that continue be proposed at mach speed. How do you keep up-to-date to ensure your practice responds appropriately for the benefit of clients? This session will give straight-forward suggestions to help you navigate this important topic.
After decades saving for retirement, transitioning to spending down savings can be a huge shift in mentality for retirees. Additionally, one of the biggest surprises that new retirees often face is how their taxes change upon leaving the workforce. For the average worker who has spent his or her adult life paying ordinary income tax via payroll withholdings, the shift to flat withholding rates combined with differing rules depending on the source of their income can leave many clients with an unexpected tax bill after they retire.
Finally – it’s live and in person – Canada’s Top Edutainment Event! Virtual DAC has been fun, but we’re so excited to be seeing you again October 16-18 in Niagara Falls for this year’s DAC Acuity Conference! Past attendees know that DAC is an edutainment experience like no other, so we’re kicking it off early. Join us for the weekend for wine tasting tours, golf and world class dining amongst other great events before the conference starts. Sign up now for best registration, flight and hotel rates and then experience one of the Seven Wonders of the World - all of Niagara’s hidden gems together with new networking opportunities with your peers. Here’s how:
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?
Submit the name of your worthy nomination for the DAC New Advisor Award now. The application deadline September 1, 2022. The prestigious award recognizes the next generation and their contributions to excellence in the tax, accounting and/or financial services. Here’s what the winner of this prestigious award will receive and how to apply:
A typical small business owner fearlessly wears many hats. However, when it comes to tax season, most just want to grab a pillow and hide their head under it.
June 30 is an important date. Knowledge Bureau Professionals graduate with new skills and specialized knowledge. It is what differentiates you from others. If you are a Designate, June 30 is also an important deadline: it’s time to submit your required Attestation to your standards of conduct, and meet annual CE requirements… with some exclusive tuition offers!
Join Kim G.C. Moody, FCPA, FCA, TEP will be taking the live stage at DAC Acuity 2022 to discuss The Speed of Tax Change and what it means for financial professionals and their clients. In his entertaining style, Kim will discuss the very complex and pervasive changes that continue be proposed at mach speed. How do you keep up-to-date to ensure your practice responds appropriately for the benefit of clients? This session will give straight-forward suggestions to help you navigate this important topic.
After decades saving for retirement, transitioning to spending down savings can be a huge shift in mentality for retirees. Additionally, one of the biggest surprises that new retirees often face is how their taxes change upon leaving the workforce. For the average worker who has spent his or her adult life paying ordinary income tax via payroll withholdings, the shift to flat withholding rates combined with differing rules depending on the source of their income can leave many clients with an unexpected tax bill after they retire.
