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.
Special report from Christopher Misener, Senior Director, Strategic Partnerships, CIBC. A few months back I joined Knowledge Bureau with Evelyn Jacks on a countrywide CE Summit tour where I was able to meet with tax professionals and discuss the future of accounting technology and showcase the latest digital banking platform technology for small and medium-sized businesses. Here's an accountant’s story on why it matters:
2019 Business Builder Retreat host Joanne Sigurdson will join Evelyn Jacks, Jenifer Bartman, Dean Cockell, and Dan Collison to discuss ways to grow your business to new successes – and greater value - while you take better care of yourself, too. Joanne shares why BBR is a must-attend event for you this fall:
Hussein Hallak CEO & Founder of Next Decentrum will be joining us on Day 1 of DAC to discuss Reshaping Your World: Blockchain, Cryptocurrency and Cybersecurity. It’s just one more reason to make sure you don’t miss the September 15 early-bird registration deadline to attend in Puerto Vallarta this November. Hussein has a very compelling story to tell you.
The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce that all three online courses in the MFA-P™ - Philanthropy designation program are now available. The program has been developed over the past year by some of the most experienced leaders in charitable giving. Graduates with these specialized credentials in strategic philanthropy, will be well equipped to pursue new opportunities to build trust by better understanding their clients’ values and critical personal causes.
There are some important reasons to talk to your clients over the next 10 days, from a tax point of view. Advisors who want to enhance their value propositions will want to discuss the 16 tax compliance and planning milestones that may impact their finances now until the end of the year.
September marks the start of a new school year. Please be sure you mark your educational calendar for continuing professional development and staff training needs this fall. For your clients, consider the tax filing milestones described above.
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?