Help Clients Recover Millions

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:

Introducing the 2025 Acuity Conference for Distinguished Advisors!

As we get ready to kick off Acuity 2024 in Montreal this weekend, we’re giving you a sneak peek of what’s in store for the 2025 Acuity Conference for Distinguished Advisors! We’re headed back to Puerto Vallarta November 23-26 and you can save 50% on tuition when you register by November 15 for Canada’s only top-tier multi-disciplinary conference for leading tax, accounting and financial services professionals.

Get Up to Speed on Year-End Tax Planning!

New Capital Gains Inclusion Rates Change the Game: are you prepared to help?  Learn New Year-End Tax Planning Techniques from Our Special Guest Experts with the CE Savvy Summit, featuring live event recordings from the November 6 virtual sessions. This is an opportunity to upskill your knowledge, learn from Canada’s top experts an earn 15 CE Credits before year-end. Plus, you have an opportunity to earn your Diploma in Advanced Family Tax Compliance.

Canada’s Income Tax Fundamentals Course™: Save $100 This Month Only!

New! Get hooked on taxes preparing true-to-life case studies on professional tax software.  File simple tax returns confidently. This 20-hour pre-requisite to Knowledge Bureau’s highly acclaimed professional Diploma and Designation Programs is perfect for anyone new to personal tax filing and especially valuable for career development in the tax preparation or financial services. This month only, save $100 on tuition as a Black Friday Special Offer!

Meet this Year’s Advisor of the Future – Stefanie Keller, CFP, RWM™, FDFS™

At the Acuity Conference for Distinguished Advisors in Montreal November 10-12, an award will be given to The Advisor of the Future. This is an individual who epitomizes the adoption of a new model to best serve the needs of multi-generation families through their commitment to educational achievement and high standards of conduct. We are so pleased to announce that this year’s Advisor of the Future Award Winner is Stefanie Keller, CFP, RWM™, FDFS™ and CEO of Stellar Wealth and Tax Solutions.

You’re Invited to a Spooky Sale!

We’ve got a spooky Halloween Special Just for You! Be sure to take advantage of this scary great deal by midnight on October 31! This is your opportunity to earn widely recognized specialized credentials as a Distinguished Master Advisor (DMA™), and save $300 when you register in any DMA™ course of your choice.

Thank You to This Year’s Distinguished Sponsors!

Just over a week to go until the 2024 Acuity Conference for Distinguished Advisors in Montreal, November 10 – 12,  and we would like to recognize and bring special honour to the distinguished sponsors who have helped to make this year’s conference in Montreal an event to remember! Learn more about each of the organizations partnering with us for Acuity 2024 on our Sponsor page and browse their thought leadership sessions in the detailed agenda.
 
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Knowledge Bureau Poll Question

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?

  • Yes
    334 votes
    69.44%
  • No
    147 votes
    30.56%