January 21, 2026: Advanced Line-by-Line T1 Update

The 2026 tax filing season brings substantive changes, heightened CRA expectations, and an increased need for precise, defensible T1 preparation. The CE Savvy Summit: January 21, 2026 Advanced Line-by-Line T1 Update provides experienced tax, accounting and wealth professionals and their teams with the technical depth required to navigate updated filing positions with confidence. Register by December 15 to receive your free hard-copy line-by-line Knowledge Journal, affectionately called the Tax Bible included in your tuition. Attend additional events or enrol additional people for tuition savings!

This full-day CE Savvy Summit focuses on the detailed reporting, calculation, and planning provisions that will directly affect individuals, families, investors, and business owners in the 2026 tax year. Delivered live and virtually, it is the most comprehensive T1 technical review offered ahead of filing deadlines.

Featuring expert insights from:

• Evelyn Jacks, DMA, RWM™, MFA™, MFA-P, FDFS™
• Sharon Conrod, CPA, EA, ECA, FDFS™
• Kim G C Moody, FCPA, FCA, TEP, FDFS™
• Ruth Horst, BA.Hons., FDFS™

What You’ll Learn

Live-Virtual Event:

• Line-by-Line Tax Update: What’s New on the 2025 T1, Schedules and Forms
• What’s New at CRA: Frameworks for Filing, Income Tested Benefits
• What’s New at Finance Canada: Tax Theory Changes Behind the Lines
• Focus on Income and Deductions for Employees
• Focus on Retirement Income and Deductions
• TAXCYCLE – What’s New in Tax Software
• Focus on Capital Gains and Real Estate
• Focus on Financial Investments
• Focus on The Self Employed
• Focus on Family Transitions & Death of a Taxpayer

Online Course:

• What’s New on the T1 & From CRA
• Finance Canada: Changes to Tax Theory
• Framework for Family Tax Planning
• Unique Taxfiler Profiles
• Family Filing: Deductions & Credits
• Simple Employment Profiles
• Complex Employment Profiles
• Senior Profiles
• Investment Profiles
• The Self Employed

Everything is Included in One Low Tuition Fee!

• Comprehensive Knowledge Journal (digital after deadline)
• PowerPoint Presentations & Recordings
• EverGreen Online Research Library
• Professional student versions of Tax Software
• Personal workplace training selection
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Testing and certification
• CE/CPD accreditation with Knowledge Bureau and third parties

Continue Your Professional Training Throughout the Year

The January Summit is the first of four advanced CE training days in the 2026 Advanced Tax Planning & Compliance Series, designed to provide continuous technical updating and compliance support:

• May 27, 2026 – Trust Filing and Estate Planning
• September 23, 2026 – Audit Defence Strategies
• November 5, 2026 – Year End Tax Planning

Those who complete the full sequence earn the CE Summit – Advisory Diploma in Advanced Tax Planning & Compliance, confirming advanced tax planning and compliance mastery across all core filing, trust, estate, and audit disciplines.

Register Now

Registration is now open. Ensure you begin filing season with the most current T1 technical knowledge, complete resource access, and ongoing support through this advanced CE series.

1.866.953.4769 or learn.knowledgebureau.com/cesummits for detailed agenda and registration.