Are You Ready for the New Era of Tax Compliance?

As CRA's technology and enforcement strategies continue to evolve, so too must the advisors who guide Canadians through an increasingly complex tax environment. CE Savvy Summit: Issues in Audit Defence on September 23, brings together leading tax experts to examine the latest developments in audit defence, compliance, and taxpayer representation. Throughout the day, participants will gain practical strategies to help clients prepare for, respond to, and successfully navigate CRA reviews and audits.

The CE Summit opens with Evelyn Jacks, DMA, RWM™, MFA™, MFA-P, FDFS™ who will examine the evolving audit landscape, including new federal and provincial tax developments, CRA's growing use of AI, post-tax season audit priorities, GST reporting requirements for financial advisors, and strategies for filing audit-proof returns that protect both compliance and clients' financial peace of mind.

Next, Ruth Horst, BA, Hons., FDFS™ will focus on the year's highest-risk audit targets, including COVID-19 subsidy reviews, cryptocurrency transactions, real estate reporting, cash-intensive businesses, and gig economy workers. Her session will help advisors understand who is being targeted, and how to prepare clients before an audit begins.

In the afternoon, Kim GC Moody, FCPA, FCA, TEP, FDFS™ takes a deep dive into the audit process itself, exploring CRA's legislative authority, taxpayer rights, voluntary disclosures, record-keeping requirements, compliance orders, and the objection process. He will also examine the growing role of AI in tax administration, discussing both its capabilities and its limitations while highlighting why professional judgment remains indispensable when defending taxpayers.

As CRA's technology and enforcement strategies continue to evolve, so too must the advisors who guide Canadians through an increasingly complex tax environment. This CE Summit provides timely insights, practical guidance, and proven strategies to help professionals confidently defend their clients while strengthening their own practices.

For the detailed agenda and registration, visit: learn.knowledgebureau.com/ces-26audit

Register by September 9 for early-bird savings!

Take all 5 CE Summits in the series and earn your Senior Tax Specialist Diploma – save 42% off regular tuition.