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.
New from Knowledge Bureau: Join the Society of Real Wealth Managers™. It’s a national network of financial specialists who enable peace of mind by taking a multi-stakeholder approach to family wealth management. Professional collaboration is so important in uncertain financial times. Become a charter member at an introductory fee, upskill and get connected today.
At 8 pages, the 2019 T1 return is the longest tax form in history. It could also be the most complex, says Evelyn Jacks, President of Knowledge Bureau. With tax season beginning, professionals who are not yet familiar need to learn about the changes to the forms, line numbers and the detailed legislation behind them.
Changes announced by Bank of Canada last week will make getting a mortgage easier for new home buyers in Canada as of April 6, 2020. It’s important for tax and financial advisors to understand the new guidelines in order to assist Canadians with sound debt management strategies.
It’s Leap Year 2020, and it's a day that only comes around once every four years. So, do something remarkable with your education by gaining new credentials to earn a second or independent income, or shore up the skills in your independent practice. But hurry! Take advantage of our Leap Year tuition offer by February 29 to save $595 on any two certificate courses. Our graduates share insights on our four recommended areas of specialization that they believe are Leap Year worthy.
Are financial professionals having the conversations required to prepare clients for Black Swan events that could dramatically change balance sheet valuations? That requires acuity – a sharpness of thought and vision - the theme of this year’s Distinguished Advisor Conference in Niagara Falls, October 28-30. We are now inviting proposals on topics to be delivered by sponsors and partners to the event. Here’s why you should join us.
Did you know about 5 million people in the world have birthdays every four years on a Leap Year? Rumor has it they also have very special powers! With February 29, 2020 just around the corner, we are pleased to share some fun facts about Leap Year with you, along with some special powers to take advantage of our Leap Year Tuition Special, which ends (you guessed it) on February 29!
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?
New from Knowledge Bureau: Join the Society of Real Wealth Managers™. It’s a national network of financial specialists who enable peace of mind by taking a multi-stakeholder approach to family wealth management. Professional collaboration is so important in uncertain financial times. Become a charter member at an introductory fee, upskill and get connected today.
At 8 pages, the 2019 T1 return is the longest tax form in history. It could also be the most complex, says Evelyn Jacks, President of Knowledge Bureau. With tax season beginning, professionals who are not yet familiar need to learn about the changes to the forms, line numbers and the detailed legislation behind them.
Changes announced by Bank of Canada last week will make getting a mortgage easier for new home buyers in Canada as of April 6, 2020. It’s important for tax and financial advisors to understand the new guidelines in order to assist Canadians with sound debt management strategies.
It’s Leap Year 2020, and it's a day that only comes around once every four years. So, do something remarkable with your education by gaining new credentials to earn a second or independent income, or shore up the skills in your independent practice. But hurry! Take advantage of our Leap Year tuition offer by February 29 to save $595 on any two certificate courses. Our graduates share insights on our four recommended areas of specialization that they believe are Leap Year worthy.
Are financial professionals having the conversations required to prepare clients for Black Swan events that could dramatically change balance sheet valuations? That requires acuity – a sharpness of thought and vision - the theme of this year’s Distinguished Advisor Conference in Niagara Falls, October 28-30. We are now inviting proposals on topics to be delivered by sponsors and partners to the event. Here’s why you should join us.
Did you know about 5 million people in the world have birthdays every four years on a Leap Year? Rumor has it they also have very special powers! With February 29, 2020 just around the corner, we are pleased to share some fun facts about Leap Year with you, along with some special powers to take advantage of our Leap Year Tuition Special, which ends (you guessed it) on February 29!
