Caught in the Crosshairs of CRA: What Tax Reform Could Mean To Advisors

The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA.  Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.

Tax Reform or Added Complexity?  Election platforms and federal budgets are increasingly focused on corporate tax reform, but will these changes bring meaningful simplification, or simply add uncertainty for taxpayers and advisors alike? With new technology-driven enforcement tools at CRA’s disposal, clients are more likely to face heightened scrutiny in years to come including more penalties and interest. Advisors must be prepared to explain these developments, manage risks, and chart a clear path forward.  But is this possible with the access to qualified CRA personnel?

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Peer-to-Peer Perspectives.   Always a highlight of the CE Summits, this round table format offers a unique chance for advisors to engage directly with our noted faculty and peers, exchanging insights and strategies in a collaborative environment. Participants will consider how to best guide clients caught in the “crosshairs” of CRA, drawing from diverse perspectives on policy, practice, and jurisprudence.

A Forward-Looking Dialogue

The session will also address broader questions: What role will technology play in CRA’s enforcement priorities? Will the elimination of so-called tax loopholes lead to more fairness—or more complexity? And most importantly, how can advisors position themselves to deliver clarity and confidence to clients navigating uncertain reforms?

Caught in the Crosshairs of CRA is not just about reacting to change—it’s about shaping the conversation and developing the tools needed to advise clients in an evolving tax environment.

Don’t miss this engaging round table discussion at the CE Savvy Summit on September 17, 2025. Registration closes soon—reserve your place today.