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.
Chelsey McEwen, BA, RRC, MFA-P™ shares her experience in perusing her MFA-P™ Philanthropy Designation. She was “looking for a focused approach to more niche planning that isn’t talked about that much in the industry.” It may make good sense for you and your clients too. Here’s why her insights matter:
The global pandemic has driven millions of consumers to online shopping and digital commerce, and that has altered their relationship with tax accounting and financial advisors’ firms too. Will things ever go back to the way they were? Likely not, but here are four important marketing tips that can help you propel your business growth in 2022 from a leading Canadian social media expert.
Jennifer Snyder, CEO of Doyenne Financial hosted a Martini Vent at DAC 2021 where delegates could discuss highlights (the rose), opportunities (the bud) and challenges (the thorn) they have faced over the past year while enjoying a home-made martini with ingredients (in a flashing martini glass) included in the DAC-in-a-box at a fun networking event. Indeed, there were some wisdoms amongst the olives:
Knowledge Bureau Report asked Marco Iampieri, Of Iampieri Law Professional Corporation, to review a new paper on small business tax competitiveness by Dr. Jack Mintz, who spoke recently at the Distinguished Advisor Conference (DAC), Patrick Smith and V. Balaji Venkatachalam. It’s an important paper for its time, as the small business in Canada attempts to leave the pandemic behind in 2021.
Did you miss the 2021 Distinguished Advisor Conference? Good news! Knowledge Bureau has captured the incredible insights and wisdoms from this outstanding educational event in a new certificate course entitled: Integrated Practice Management Solutions now available. Check out the description below and register before the end of this month to save $200.
Are you working with small business owners who have received pandemic wage or rent supports? Knowledge Bureau’s new Audit Defence: Managing Tax Risk for Small Business Owners is an online certificate course that helps advisors position small business owners for success for potential tax audits in 2021- 2023 with a concise pathway to navigate the complex rules and comprehensive documentation they will need to satisfy queries from clients and manage risk with the CRA.
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?
Chelsey McEwen, BA, RRC, MFA-P™ shares her experience in perusing her MFA-P™ Philanthropy Designation. She was “looking for a focused approach to more niche planning that isn’t talked about that much in the industry.” It may make good sense for you and your clients too. Here’s why her insights matter:
The global pandemic has driven millions of consumers to online shopping and digital commerce, and that has altered their relationship with tax accounting and financial advisors’ firms too. Will things ever go back to the way they were? Likely not, but here are four important marketing tips that can help you propel your business growth in 2022 from a leading Canadian social media expert.
Jennifer Snyder, CEO of Doyenne Financial hosted a Martini Vent at DAC 2021 where delegates could discuss highlights (the rose), opportunities (the bud) and challenges (the thorn) they have faced over the past year while enjoying a home-made martini with ingredients (in a flashing martini glass) included in the DAC-in-a-box at a fun networking event. Indeed, there were some wisdoms amongst the olives:
Knowledge Bureau Report asked Marco Iampieri, Of Iampieri Law Professional Corporation, to review a new paper on small business tax competitiveness by Dr. Jack Mintz, who spoke recently at the Distinguished Advisor Conference (DAC), Patrick Smith and V. Balaji Venkatachalam. It’s an important paper for its time, as the small business in Canada attempts to leave the pandemic behind in 2021.
Did you miss the 2021 Distinguished Advisor Conference? Good news! Knowledge Bureau has captured the incredible insights and wisdoms from this outstanding educational event in a new certificate course entitled: Integrated Practice Management Solutions now available. Check out the description below and register before the end of this month to save $200.
Are you working with small business owners who have received pandemic wage or rent supports? Knowledge Bureau’s new Audit Defence: Managing Tax Risk for Small Business Owners is an online certificate course that helps advisors position small business owners for success for potential tax audits in 2021- 2023 with a concise pathway to navigate the complex rules and comprehensive documentation they will need to satisfy queries from clients and manage risk with the CRA.
