New Trends in Tax Audit Defence and Appeals: Protecting Clients in a Shifting Landscape

The 2025 tax filing year is shaping up to be one of the most challenging in recent memory, with penalties and interest costs on the rise and the CRA facing significant hurdles in managing information during peak filing season. Against this backdrop, the CE Savvy Summit on September 17, 2025 will host a critical session: New Trends in Tax Audit Defence and Appeals, led by Kim G.C. Moody, an experienced tax expert, who will unpack the implications of CRA’s expanding audit powers.

Poll Results: Budget 2018 Misses the Mark

According to Knowledge Bureau’s March poll results, financial professionals agree that Budget 2018 misses the mark. Why do tax and financial advisors believe that simplicity and fairness, in particular, were not addressed, and what impact does this have on the services you provide?

People in the News: KB Course Author Jenifer Bartman on CBC Business Panel

Knowledge Bureau is thrilled to announce that faculty member Jenifer Bartman, who will be a guest lecturer on the November CE Summit Tour, is appearing as a regular panelist on the CBC News Network Weekend Business Panel.

Ontario Budget Speech Today

Stay tuned to Knowledge Bureau Report next week as we decipher the controversial Ontario Provincial Budget.  A pre-election budget, it has already been pre-empted with a series of goodies and promises:

Spring Growth: Learn How to Prepare Accurate, Audit-Proof Tax Returns

Are you comfortable with your level of tax knowledge? If not, you’re not alone; most Canadians admit that they don’t know enough, but still prepare their own taxes. Educate yourself this tax season to receive a larger refund, and arm yourself against time-consuming, expensive audits.

Dr. Michael Graham: On Budget 2018 and Cross Border Taxation

What did Budget 2018 cover that tax and financial advisors need to know now? What did it fail to address? Dr. Michael Graham weighs in on what we might anticipate in cross-border trade, U.S. tax reforms, the implications of Budget 2018 on small businesses in Canada.

Women, Minorities and Canada’s Economic Diversity

The 2018 federal budget placed significant importance on encouraging diversity in the Canadian workforce – including funding to support women, visible and religious minorities and immigrants, and this deserves kudos, as new opportunities abound. Here are some of the details:
 
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Knowledge Bureau Poll Question

A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?

  • Yes
    127 votes
    94.78%
  • No
    7 votes
    5.22%