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.
Take a sneak peek now the educational extravaganza about to unfold October 17 – 19. Join Evelyn Jacks, President, in conversation with Canada’s leading financial minds – a preview is now available in video. The Globe and Mail touted DAC as one of Canada’s most innovative virtual conferences last year. This year, we think we’ve raised the bar even higher! Check out this sneak peek through our new speaker videos and DAC-in-a-Box program guide. Enrol by October 8 to receive your DAC-in-the-Box. Final registration deadline is October 15. Don’t miss it!
Build the tax accounting and financial services practice of the future. Real Wealth Management™ democratizes the Family Office concept previously only available to ultra-high net worth families. Now, experienced advisors in Canada can learn to practice holistically with their best tax foot forward – such a critical piece of the capital sustainability puzzle for wealth holders.
Still in a health care emergency that in the short term continues to cloud economic recovery, Canada’s new minority Liberal Government will lead the country through the next phase of the pandemic and into what well could be a period of higher inflation, interest raters and taxes.
The Accounting Place is hiring! We currently are looking for an experienced full-time permanent Tax Specialist to work in our office located in Stoney Creek, ON. For full details and to apply for this position, please visit our website.
Do you have clients who want to develop a Winner’s Mindset about money to achieve financial independence on his or her own terms? Treat them to a new Canadian bestseller, the second edition just published by Knowledge Bureau. Managing the Bull provides the secret sauce for financial decision-making in today’s uncertain times for a simple reason. It is written by a trusted advisor with over 35 years real experience advising real people and educating thousands more: Mr. David Christianson, BA, CFP, R.F.P., TEP, CIM
Many ultra-high net worth families have implemented a ‘family office” to focus on a collaborative and holistic approach to their wealth management. Famous examples include the DuPont, J.P. Morgan and Rockefeller Families. Now, this concept is democratized in the new Real Wealth Management™ Designation Program. Available this month, the new program brings required technical expertise, new conversation guides and a consistent practice management framework to formulate a strategic plan like minded professionals can work cohesively with as part of a client’s “outsourced” family office.
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?
Take a sneak peek now the educational extravaganza about to unfold October 17 – 19. Join Evelyn Jacks, President, in conversation with Canada’s leading financial minds – a preview is now available in video. The Globe and Mail touted DAC as one of Canada’s most innovative virtual conferences last year. This year, we think we’ve raised the bar even higher! Check out this sneak peek through our new speaker videos and DAC-in-a-Box program guide. Enrol by October 8 to receive your DAC-in-the-Box. Final registration deadline is October 15. Don’t miss it!
Build the tax accounting and financial services practice of the future. Real Wealth Management™ democratizes the Family Office concept previously only available to ultra-high net worth families. Now, experienced advisors in Canada can learn to practice holistically with their best tax foot forward – such a critical piece of the capital sustainability puzzle for wealth holders.
Still in a health care emergency that in the short term continues to cloud economic recovery, Canada’s new minority Liberal Government will lead the country through the next phase of the pandemic and into what well could be a period of higher inflation, interest raters and taxes.
The Accounting Place is hiring! We currently are looking for an experienced full-time permanent Tax Specialist to work in our office located in Stoney Creek, ON. For full details and to apply for this position, please visit our website.
Do you have clients who want to develop a Winner’s Mindset about money to achieve financial independence on his or her own terms? Treat them to a new Canadian bestseller, the second edition just published by Knowledge Bureau. Managing the Bull provides the secret sauce for financial decision-making in today’s uncertain times for a simple reason. It is written by a trusted advisor with over 35 years real experience advising real people and educating thousands more: Mr. David Christianson, BA, CFP, R.F.P., TEP, CIM
