Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening? We put that question to our readers last months and as usual, their comments were insightful:
Especially for experienced financial services professionals as part of a comprehensive workplace training plan! Earn a new Certificate in Lifecycle Transitions Planning. Choose 15 cool new interactive mini-courses – one hour in length - from a selection of 80 modules. There’s one important focus: to help you engage more effectively in tax-efficient wealth management conversations during this period of significant – and potentially expensive – tax change in Canada. Here’s what you need to know:
In this CE Savvy Mini Summit half day live virtual event, participants will learn how to confidently file simple tax returns at a high level. This event is part of a 4-part training series with a focus on how to file the T1 tax forms and is ideal for new, rookie tax preparers, financial advisors who interact with clients who have tax-related questions and anyone new to tax filing in Canada. As part of this training program, you are automatically enrolled in Canada’s Income Tax Fundamentals Course. Check out the agenda and register now to upskill your team before the upcoming tax season!
Train your team with an updated version of Canada’s Income Tax Course, coming February 5! Great for staff training ahead of tax season, and recommended for those that have no prior tax or financial services work experience! Don’t miss this opportunity to pre-register and access them most current tax filing course out there. This certificate course is 20 hours, 8 learning chapters, 12 true-to-life studies using professional tax software.
According to the 2025 Canada Salary Guide released by Robert Half, Competition is intense for skilled finance and accounting talent, and to compete businesses need to meet or beat market salary rates in order to retain professional staff with specialized in-demand skills. Many are training to upskill their existing staff in order to overcome technical skills gaps. Knowledge Bureau’s programs and courses leading to specialized credentials can help prepare business owners in the field with technical training their new hires need in tax and accounting.
Learn with Peers from Coast-to-Coast at Canada’s renowned Advanced T1 Tax Update, plus receive the Knowledge Bureau ‘Tax Bible’. All Students Receive Our Comprehensive Line-By-Line Knowledge Journal, Online Tax Course, Evergreen Explanatory Notes Research Library, PLUS PowerPoint Presentations from Expert Presenters! This year’s lineup includes Evelyn Jacks, Kim G C Moody, Joanne Thomas, and Ruth Horst. We invite you to check out the detailed agenda, learn more about our illustrious speakers and register by Jan 10 for early-bird tuition savings!
Check out our new courses and educational calendar all leading down the pathway to Specialized Credentials and Continuing Education Credits. You can register now, start today and study from anywhere with convenient online training options, including a special offer on DMA™ Programs with tuition savings until February 15 – and of course our rookie and technical CE Savvy Summit tax schools that start January 15 with the Advanced Personal T1 Tax Update.
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?
Especially for experienced financial services professionals as part of a comprehensive workplace training plan! Earn a new Certificate in Lifecycle Transitions Planning. Choose 15 cool new interactive mini-courses – one hour in length - from a selection of 80 modules. There’s one important focus: to help you engage more effectively in tax-efficient wealth management conversations during this period of significant – and potentially expensive – tax change in Canada. Here’s what you need to know:
In this CE Savvy Mini Summit half day live virtual event, participants will learn how to confidently file simple tax returns at a high level. This event is part of a 4-part training series with a focus on how to file the T1 tax forms and is ideal for new, rookie tax preparers, financial advisors who interact with clients who have tax-related questions and anyone new to tax filing in Canada. As part of this training program, you are automatically enrolled in Canada’s Income Tax Fundamentals Course. Check out the agenda and register now to upskill your team before the upcoming tax season!
Train your team with an updated version of Canada’s Income Tax Course, coming February 5! Great for staff training ahead of tax season, and recommended for those that have no prior tax or financial services work experience! Don’t miss this opportunity to pre-register and access them most current tax filing course out there. This certificate course is 20 hours, 8 learning chapters, 12 true-to-life studies using professional tax software.
According to the 2025 Canada Salary Guide released by Robert Half, Competition is intense for skilled finance and accounting talent, and to compete businesses need to meet or beat market salary rates in order to retain professional staff with specialized in-demand skills. Many are training to upskill their existing staff in order to overcome technical skills gaps. Knowledge Bureau’s programs and courses leading to specialized credentials can help prepare business owners in the field with technical training their new hires need in tax and accounting.
Check out our new courses and educational calendar all leading down the pathway to Specialized Credentials and Continuing Education Credits. You can register now, start today and study from anywhere with convenient online training options, including a special offer on DMA™ Programs with tuition savings until February 15 – and of course our rookie and technical CE Savvy Summit tax schools that start January 15 with the Advanced Personal T1 Tax Update.
