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.
“This course provides an extensive knowledge about the use of trust in tax and estate planning and is to be recommended as part of a background for a tax professional. It clearly spelled out the structure, advantages and disadvantages of each type of trust. The study cases give a valuable insight into handling a variety of situations where the establishment of a trust is warranted."
Please join Evelyn Jacks and guest Faculty members for a virtual mini-summit February 26 for an in depth Tax School for tax and financial professionals.
Diane Colton, Business Services Specialist, FDFS™, Knowledge Bureau VIP graduate, designate, esteemed Fellow of Distinguished Financial Services and owner of Mobility Tax has been selected to receive the King Charles III Coronation Medal from the Governor General of Canada.
The Recorded Sessions of this High Value Webinar are now available featuring in depth instruction from tax experts Evelyn Jacks, Kim Moody and Ruth Horst. Don’t miss this important opportunity to decipher the Capital Gains chaos for your clients, family and community. File T1 returns with the new Schedule 3 with confidence – train rooking staff members, too. Plus, there’s still time to enrol in our upcoming CE Savvy™ Mini Summit live-virtual events. On February 19 we will focus on Families and Their Real Estate and on February 26 Small Business Returns.
Join Evelyn Jacks and special guests for a weekly podcast delivering real tax news people need to know. It’s been quite the journey for taxpayers who own assets like cottages and businesses. In this first episode of Real Tax News: “Capital Gains Chaos Gets a Reprieve” featuring Geoff Currier, find out the latest PLUS the Definition of True Wealth.
Knowledge Bureau hosted its first half-day Mini CE Summit which focused on Rookie Tax Training to bring Canada’s Income Tax Fundamentals course to life, and surprisingly, it was well attended by seasoned pros as well.
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?
“This course provides an extensive knowledge about the use of trust in tax and estate planning and is to be recommended as part of a background for a tax professional. It clearly spelled out the structure, advantages and disadvantages of each type of trust. The study cases give a valuable insight into handling a variety of situations where the establishment of a trust is warranted."
Please join Evelyn Jacks and guest Faculty members for a virtual mini-summit February 26 for an in depth Tax School for tax and financial professionals.
Diane Colton, Business Services Specialist, FDFS™, Knowledge Bureau VIP graduate, designate, esteemed Fellow of Distinguished Financial Services and owner of Mobility Tax has been selected to receive the King Charles III Coronation Medal from the Governor General of Canada.
The Recorded Sessions of this High Value Webinar are now available featuring in depth instruction from tax experts Evelyn Jacks, Kim Moody and Ruth Horst. Don’t miss this important opportunity to decipher the Capital Gains chaos for your clients, family and community. File T1 returns with the new Schedule 3 with confidence – train rooking staff members, too. Plus, there’s still time to enrol in our upcoming CE Savvy™ Mini Summit live-virtual events. On February 19 we will focus on Families and Their Real Estate and on February 26 Small Business Returns.
Join Evelyn Jacks and special guests for a weekly podcast delivering real tax news people need to know. It’s been quite the journey for taxpayers who own assets like cottages and businesses. In this first episode of Real Tax News: “Capital Gains Chaos Gets a Reprieve” featuring Geoff Currier, find out the latest PLUS the Definition of True Wealth.
Knowledge Bureau hosted its first half-day Mini CE Summit which focused on Rookie Tax Training to bring Canada’s Income Tax Fundamentals course to life, and surprisingly, it was well attended by seasoned pros as well.
