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.
The financial industry is truly at a crossroads of change. We feel pressure from disrupting forces like fintech and advisor-bots. Our clients need us more than ever, but they have concerns about our professionalism following the financial crisis of 2008. And we put pressure on ourselves to stay competitive and knowledgeable. But these are the kinds of challenges that we as entrepreneurs live for. They’re what make us survivors.
We hope that you’ve been enjoying the summer while you’ve been working away on your next designation, diploma or certificate. It’s our turn now to take a short break and get out into the sun!
Now that the rush of tax season is over, how did your clients do? Were they faced with a big tax bill or did they receive a refund? Perhaps they feel as if they’ve had a less than stellar fiscal year, but they shouldn’t feel discouraged. As you know, mid-year is a great time to review financial goals and to make necessary changes now to ensure a better outcome next year.
This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues.
Here’s a true-to-life case study: Let’s suppose that you, as a bookkeeping services professional, have a client named George, who is the owner-manager of a family-run restaurant. Working with George is his wife, brother, sister-in-law, a couple cousins and his teenaged daughter. While the business is going well, his marriage isn’t.
Imagine you have a client who is five or six years away from retirement, manages a small yet successful consulting firm with ten employees, and is married with two grown-up kids. He’s thought about retirement and the idea of finding a successor for his business, but overall, he’s been pretty non-committal.
The financial industry is truly at a crossroads of change. We feel pressure from disrupting forces like fintech and advisor-bots. Our clients need us more than ever, but they have concerns about our professionalism following the financial crisis of 2008. And we put pressure on ourselves to stay competitive and knowledgeable. But these are the kinds of challenges that we as entrepreneurs live for. They’re what make us survivors.
We hope that you’ve been enjoying the summer while you’ve been working away on your next designation, diploma or certificate. It’s our turn now to take a short break and get out into the sun!
Now that the rush of tax season is over, how did your clients do? Were they faced with a big tax bill or did they receive a refund? Perhaps they feel as if they’ve had a less than stellar fiscal year, but they shouldn’t feel discouraged. As you know, mid-year is a great time to review financial goals and to make necessary changes now to ensure a better outcome next year.
This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues.
Here’s a true-to-life case study: Let’s suppose that you, as a bookkeeping services professional, have a client named George, who is the owner-manager of a family-run restaurant. Working with George is his wife, brother, sister-in-law, a couple cousins and his teenaged daughter. While the business is going well, his marriage isn’t.
Imagine you have a client who is five or six years away from retirement, manages a small yet successful consulting firm with ten employees, and is married with two grown-up kids. He’s thought about retirement and the idea of finding a successor for his business, but overall, he’s been pretty non-committal.
