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.
Twenty three lucky people won the Knowledge Bureau Sweepstakes - $38,000 in tuition scholarships are being awarded and if you registered in any Knowledge Bureau program last month, your name may be on this list. Check it out and help us congratulate and thank all – some of them double-winners!
Last week we introduced you to the thought leaders that will be taking the virtual stage at DAC 2021, but that’s not the only action that will be happening at Canada’s most innovative virtual conference from October 17-19. As last year’s attendees can attest to – we’ve brought the networking fun of a live event to a virtual environment. Here are some of the highlights you don’t want to miss out on:
Some important things have been happening to kick the summer off for Knowledge Bureau students and graduates: June 30 is the relicensing deadline for designates who must meet the 15 annual CE credit requirement and submit their Certificate of Attestation by this date. Check out the handy Q&A Relicensing Guide below and remember to send in your Attestation to Standards of Conduct. We hope your professionalism continues to inspire new students to join the ranks of these esteemed credentialled professionals across the nation, by earning their designation, too.
More than 60% of Canadians don’t have an employer sponsored pension, and as a result, the OAS is becoming increasingly important for those relying on reliable income in retirement. Advisors agree: 72% of more than 400 tax and financial professionals who answered the KBR April poll said “yes” to the question “Are you in favour of the OAS raise of 10% in 2022 for those age 75 or older?” However, many also left very insightful comments about the important role of public pensions in financial health in retirement.
Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors: The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.
Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well. I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:
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?
Twenty three lucky people won the Knowledge Bureau Sweepstakes - $38,000 in tuition scholarships are being awarded and if you registered in any Knowledge Bureau program last month, your name may be on this list. Check it out and help us congratulate and thank all – some of them double-winners!
Last week we introduced you to the thought leaders that will be taking the virtual stage at DAC 2021, but that’s not the only action that will be happening at Canada’s most innovative virtual conference from October 17-19. As last year’s attendees can attest to – we’ve brought the networking fun of a live event to a virtual environment. Here are some of the highlights you don’t want to miss out on:
Some important things have been happening to kick the summer off for Knowledge Bureau students and graduates: June 30 is the relicensing deadline for designates who must meet the 15 annual CE credit requirement and submit their Certificate of Attestation by this date. Check out the handy Q&A Relicensing Guide below and remember to send in your Attestation to Standards of Conduct. We hope your professionalism continues to inspire new students to join the ranks of these esteemed credentialled professionals across the nation, by earning their designation, too.
More than 60% of Canadians don’t have an employer sponsored pension, and as a result, the OAS is becoming increasingly important for those relying on reliable income in retirement. Advisors agree: 72% of more than 400 tax and financial professionals who answered the KBR April poll said “yes” to the question “Are you in favour of the OAS raise of 10% in 2022 for those age 75 or older?” However, many also left very insightful comments about the important role of public pensions in financial health in retirement.
Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well. I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:
