Caught in the Crosshairs of CRA: What Tax Reform Could Mean To Advisors

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.

KB Grads: Come to the Grad Ceremony at Virtual DAC 2021

Calling all Knowledge Bureau Graduates: you are invited to the grad ceremony at Virtual DAC 2021!

Knowledge Bureau Summer/Fall Schedule

Mark your calendar for these upcoming dates from Knowledge Bureau. You'll receive the next edition of Knowledge Bureau Report in your inbox on August 11.

New Students: Help SMEs Thrive With New Enhanced Credentials

According to a report earlier this year from Statistics Canada relating to enterprises in the first quarter of 2021, many businesses have continued to thrive in spite of the pandemic, and more will be on the road to recovery as Canada’s economy continues to further re-open. The financial sector, for instance, recorded an increase in net income of 11% before taxes, or $3.9 billion. Tax professionals can provide essential front-line services to help small business owners thrive and now two new educational opportunities provide credentials and confidence to do so.  

KB Grads in the News – Joey LeBlanc, DFA-Tax Services Specialist™

Looking to take your business and client relationships to a higher level? Joey LeBlanc, DFA-Tax Services Specialist™ shares how she accomplished that with a Knowledge Bureau education!

Share the Knowledge: Bring Your Team to DAC 2021

Virtual DAC Acuity 2021, October 17-19 will feature the thought leadership of 8 senior executives, 2 best-selling authors, leading scholars and top wealth advisors. It’s a star-studded online conference experience that tax and financial professionals won’t want to miss. Share the knowledge: enrol yourself and bring your team along at a reduced tuition fee, until September 30.

RSVP for Meeting of the Minds RWM Aha Moments: August 11

Don’t miss the Society of Real Wealth Managers next Meeting of the Minds on August 11 at 10:30 am Central Time.  It's a free event to Introduce you to RWMs from coast-to-coast for three reasons: to connect. contribute. collaborate...and share RWM "aha moments"! Here's what you need to know:
 
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Knowledge Bureau Poll Question

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?

  • Yes
    7 votes
    26.92%
  • No
    19 votes
    73.08%