Five Advanced Tax Updates, One Professional Pathway

Knowledge Bureau’s Senior Tax Specialist Diploma helps you create an important new role in advance of tax season: a confident and experienced senior leader who can better answer tax questions from new employees and clients. Now is the time to enrol and get started. Here are the details

This new program brings together five advanced technical updates in personal, corporate, cross-border and trust taxation and business, helping tax, accounting and financial services professionals stay ahead of changing issues while building deeper expertise for their clients and teams.

Delivered through live, virtual and peer-to-peer CE Savvy Summits, the program helps participants sharpen their technical knowledge, gain practical insights and strengthen the expertise they bring to clients and their teams.

The program can be done over 12-months but a fast track option is possible. Find out more from our knowledgeable educational consultants or go online for more information and to enrol.

For business builders, it’s also an opportunity to develop expertise within your team. Elevate a team member to take the lead on training, answer questions from clients and associates, and help others navigate tax season 2027 with greater confidence.

Five CE Summits make up the new program:

September 23, 2026 – CRA Audit Defence Management: Help clients inflation-proof their wealth by mitigating tax audit risk. Recording available soon!

November 5, 2026 – Year-End Tax Planning for Investors & Owner-Managers: What matters is what you keep! The focus is on investors and small business owners.

January 20, 2027 – Advanced Personal T1 Tax Update: Shake out the cobwebs and drill down on the detailed tax theory and “dark horses” as well as all news from CRA and Finance Canada for filing returns during the upcoming tax season.

May 26, 2027 – Tax-Efficient Retirement & Estate Planning: The focus is on asset management in retirement as well as filing trust and estate returns.

August 18, 2027 – Business Growth & Succession Planning: Take a deep dive into the issues surrounding a business transition including strategic business planning, HR, sales and leadership development.

Newest Instructor-Led Session: CRA Audit Defence Management

The newest program in the series focuses on confidently managing CRA audits and reassessments with strategy and process and understanding the changing relationship between taxpayers, advisors and an increasingly digital CRA.

Featuring Evelyn Jacks, Ruth Horst and Kim Moody, CRA Audit Defence Management examines new issues in audit defence, high-risk audits and who is being targeted, the new audit process and the emerging role of the AI-Astute Advisor.

With CRA increasingly using AI and expansive data to identify filing patterns, discrepancies and high-risk returns, the program examines what professionals need to know to help defend clients’ filings and prepare audit-proof returns.

Missed the live event? Start with the recording. Then continue through the year with upcoming CE Savvy Summits covering year-end tax planning, advanced personal taxation, retirement and estate planning, and business growth and succession.

Join the Program at Any Point

There’s no need to wait for the next cycle. Join the Senior Tax Specialist Diploma at any time throughout the year, catch up on completed Summits through the recordings and participate live in upcoming events.

Register at least two weeks before upcoming event dates to save an additional $100 on individual events. Group rates and easy instalment plans are also available.