For seasoned advisors and tax professionals, continuing education isn’t just a box to check—it’s a tool for leadership, specialization, and stronger client outcomes. That’s why Knowledge Bureau has introduced CE Master Micro-Credentials: curated, high-impact CE collections designed to help you sharpen your skills across financial disciplines—and stand out in a competitive, increasingly regulated space. Consider the experience of recent grads and then try it yourself! Enrol this July and receive a special introductory discount.
Just released: the agenda for the January 20 Advanced T1 Tax Updated and Virtual CE Summit. This is your opportunity to attend Canada’s most comprehensive T1 filing course from Canadian tax experts Evelyn Jacks, Larry Frostiak, Dr. Dean Smith and Alan Rowell; this time addressing a national audience in this year’s virtual webinar format. RSVP now: early-bird savings end January 15 and there is special pricing for firms who wish to enrol teams.
In response to a scathing report from the Parliamentary Budget Officer back in 2017, CRA initially promised to improve its service standards by 2020. CRA has made small steps in the right direction with an upgraded phone system for the business inquiries line. Do you find that call requests are being resolved more quickly and accurately?
According to Statistics Canada, based on the 2018 tax year, taxpayers who donate to charity are giving more, marking a second year of growth in giving by these generous Canadians. What’s more, charitable donations rose the most in Saskatchewan – a whopping 17.1% over the year before. It was therefore very appropriate to hear from a prominent financial advisor from this generous province at this week’s CE Summit, to explain some of the reasons why.
Abe Toews, CFP, CLU, CH.F.C, CHS, Chair of the Board of Directors, Advocis will make a special guest appearance to discuss year end donations strategies as he shares the virtual stage with expert headliners at the November 18 Virtual CE Summit. The theme is focused planning for investors and self-employed taxpayers. Advisors who need to brush up on advanced planning, especially for corporate owner-managers, should mark their calendars and register no later than Monday, November 16.
The deadline for filing Registered Charity Information returns was extended to December 31, 2020 for returns due between March 18, 2020 and December 31, 2020. However, the CRA’s Charities Directorate is also encouraging charities to file as soon as possible to avoid expected processing delays as a result of the high volume of returns that will be submitted around the deadline.
DAC Acuity 2020 set a high standard for virtual conferences - a perfect blend of information, education, inspiration and recreation; this according to delegate Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C. who joined advisors from coast to coast, virtually, to take in the bold thinking and bright insights of incredible speakers over three days of learning and unique online networking opportunities.
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?