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.
Ready to increase your tax skillset for the 2023 tax season? The newly updated Personal Tax Course – Advanced Level from Knowledge Bureau will prepare you to dive deeper into the more complex tax scenarios you will want to do more confidently to enhance your professional service offerings next year. It’s available now so you can start your Summer School – personally or for your staff – and as a KBR reader, we have a special tuition offer for you too.
The agenda is packed full of vital information tax and financial planning specialists need to know as we round out tax seasons 2022 and begin to plan to reduce taxes and build wealth this year and beyond. The eight critical topics we have chosen for your May CE Summit provide cutting edge professional development to help beat your competition, bring high value to your clients and earn CE Credits too. Register before May 17 to hear Canada’s best-selling financial authors and educators discuss:
Canada lost a veteran financial journalist to COVID-related pneumonia last week. Al Emid was the co-author of two financial books published by Knowledge Bureau, Financial Recovery in a Fragile World, and What I Have Learned so Far and How it Can Help You, described below.
Privacy of confidential financial data is an important issue to your clients and no wonder: Statistics Canada says that about 57% of Canadians online reported experiencing a security incident in 2018. Do you know how to avoid privacy risks that may arise in your business? A new online certificate course, Privacy Principles in Business addresses many of the security issues that concern business owners these days, and now you can earn 10 compliance credits from IIROC by completing this cutting-edge course.
Act now! Today is the deadline for early-bird tuition savings. You don’t want to miss this opportunity to join Canada's most prominent tax educators, best-selling authors and technical experts for a comprehensive budget, retirement & estate planning update on May 18, 2022.
On occasion, a business will be selected for a review of their books and records by the CRA. This is called a payroll examination, and the goal is to ensure compliance with respect to deductions and remittances, for your payroll account.
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?