November 5 CE Savvy Summit: Budget Insights & Year-End Planning

The New Federal Budget is being tabled on November 4. Fortunately full analysis will be available the next day for tax and financial professionals at the November 5, 2025 CE Savvy Summit. Register now: this live virtual event, Year-End Tax Planning for Investors and Business Owners, delivers timely analysis alongside practical strategies for optimizing 2025 year-end results.

Led by Knowledge Bureau’s distinguished faculty, the program integrates new tax changes into actionable advice for individuals, investors, and business owners. Learn about emerging audit risks, and cross-border tax implications for snowbirds. You’ll explore wealth-building strategies across all stages of business ownership and unlock new planning opportunities for your clients.

Sessions include year-end planning opportunities with Evelyn Jacks, cross-border planning for snowbirds with Sharon Conrod, trust compliance and audit defence with Anna Malazhavaya, and owner-manager compensation strategies with Leanne Rodrigo. The day concludes with the Society of RWM™ Round Table, focused on advising retirees in 2025–2026.

Online Course Content:

• Year-End Tax Planning - Integrating 2025 Tax Changes
• Business Income & Personal/Corporate Integration
• Taxation of Salary, Dividends and Benefits
• Income Splitting and Attribution Rules
• Planning Pitfalls: Passive Income, CGD, CNIL, ABILs, etc
• Snowbirds

Participants earn 20 CE/CPD credits and a Certificate of Achievement, while also gaining access to a companion five-chapter online course covering year-end planning, trusts, owner-manager compensation, and taxation of salary, dividends, and benefits. Together, the event and course provide a complete professional training experience that equips advisors to respond quickly to federal budget changes and help clients close the year with confidence.

This Summit is the first in a four-part series leading to the CE Summit–Advisory Diploma, with upcoming sessions in January, May, and September 2026. Early bird tuition savings are available until October 22.

Check out our new brochure!

Learn more and register online or call 1.866.953.4769 – Act by October 22!