Caught in the Crosshairs of CRA: What Tax Reform Could Mean To Advisors

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.

Celebrating Newly Graduated RWM™ and MFA-P™ Designates

Join us in celebrating our newest graduating class in the RWM™ and the first MFA-P™ designation program. Knowledge Bureau is so proud of your achievements and we look forward following your continued professional successes into the 2020’s.

The Clock is Ticking: Last Chance to Register for the Advanced Tax Update

If you are a tax, bookkeeping or financial advisor looking to sharpen your technical tax knowledge to accurately prepare personal tax returns or provide sound financial planning advice this tax season, don’t miss Canada’s most comprehensive T1 Advanced Tax Update. Besides the comprehensive 330-page course, CE Summit attendees receive a three-month subscription to EverGreen Explanatory Notes, and a full day of peer-to-peer training with expert instructors.  It’s an outstanding value dedicated to enhancing your value proposition.

Celebrating Newly Graduated DFA-Tax and Bookkeeping Services Specialists™

Join us in celebrating our 2019 graduates who completed their DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designation programs. Knowledge Bureau is so proud of your achievements and we look forward to sharing knowledge with you in 2020.

Coming Soon: Master Your Retirement, 10th Anniversary Edition

It is estimated that about 425,000 Canadians will retire each year by 2020.*  But for many, it will be a retirement that includes debt, according to recent reports on the proliferation of reverse mortgages**.  Are Canadians planning soon enough for the one big question most worry about: will there be enough? A new edition of the best-seller Master Your Retirement by Douglas V. Nelson will help.

Winter CE Summits: Be Your Clients’ Best Audit Defence

Canadians this year will be surprised by the volume of changes to the return and all the lines in it. Professionals who can answer specific questions, interpret financial activity and file with precision present a great value-add to their clients:  the confidence that the new 8-page 2019 return is both accurate and defensible. And that’s important in a vigorous audit environment. The Winter CE Summits provide the knowledge you need – sign up by Friday January 10 for best fees.

GRADitude Contest: Win Free Enrolment to DAC Acuity 2020

Happy New Year!  What better way to start the new year than with a new contest for you, our readers.  We have extended the deadline for you to enter it! As we look  forward to sharing knowledge with you in 2020 and beyond, please accept our GRADitude for your loyal readership!  All Knowledge Bureau readers who have graduated from an online program as a designate in 2019 or by January 30, 2020 can enter our draw to win one free enrolment to DAC Acuity 2020 in Niagara Falls this October.
 
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Knowledge Bureau Poll Question

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?

  • Yes
    7 votes
    28%
  • No
    18 votes
    72%