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.
Will COVID-19 push you into retirement? It’s a concept for the times as more teachers, health care workers, business owners and others face their exhaustion from the changes forced upon them by the devastating COVID-19 pandemic. Others have faced job termination before choosing their own retirement date. Fortunately, a new edition of Master Your Retirement by best-selling author Doug Nelson, CFP, CLU, MFA™, RWM™, CIM can help. We asked Doug why he wrote the book and how it will help with these important deliberations.
Are you training new and returning staff working in independent tax filing firms? Are you a CPA in public practice, a financial advisor, public trustee, legal or financial assistant, municipal officer, payroll or software company serving individuals and business owners with tax compliance? Knowledge Bureau’s acclaimed Advanced T1 Tax Update 2021 for 2020 T1 Returns has gone to a live, virtual format to provide a detailed refresher for a national audience. Join us for the live event on January 20, 2021, then complete the comprehensive Line-by-Line Advanced T1 Tax Update Course online. Early registration ends January 15.
It’s a good time to register for our new Winter Study Session: we’re calling it a training “sprint” and it runs from December 16 to February 15. You can start anytime at your convenience, but here’s the advantage: you’ll have another professional credential under your belt before tax season. . .and you’ll save an extra $50 on certificate course tuition, too. Here’s a sneak peek at our newly published courses for the winter session:
Now is the right time to enhance your credentials and train your teams for the upcoming tax season, and our Black Friday Sale is here to get you started. This week only: save 55% on tuition when you enrol in any two courses of your choice for $995.
This just in: a post-secondary education can bring on joy. A 2018 National Graduates Survey released by Statistics Canada on November 17 surveyed 2015 post-secondary graduates in Canada. It reports that the majority of graduates were satisfied with their jobs, felt qualified for them and 91% were working full time.
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.
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?