The Most Current Income Tax Courses on the Market for 2025 Returns and 2026 Planning
Hot off the presses soon! Knowledge Bureau is pleased to announce it is publishing its 2026 T1 Tax courses featuring the most up-to-date case studies on 2025 professional tax software and updates for 2025 and 2026 tax changes. They are the most current tax courses available in Canada and best of all, they are available 24/7, online and at workplace training packages that feature customized learning and group discounts.
The Backdrop. Tax professionals and financial advisors now starting to file 2025 tax returns are working against a backdrop of constant complexity: ongoing tax policy changes, increased CRA enforcement activity, affordability pressures and labor force disruptions. Knowledge Bureau can come to the rescue.
There are six certificate courses to choose from leading to the DMA-Personal Tax Services Specialist Designation.
Special Offer. See more detailed descriptions below. Pre-register now, and access the new courses as soon as they’re released! You save 40% when you register in the full Designation program by March 15.
Customized Study Time. Need to start later? Tell us when you want to study – we’ll arrange the study term to your convenience.
Knowledge Bureau’s suite of newly updated T1 income tax certificate courses reflect the latest rules impacting current and future tax years, giving professionals access to some of the most current training available on the market today. Delivered online with practical case studies and real-world scenarios, these programs help practitioners strengthen compliance accuracy, uncover planning opportunities, and confidently expand their services.
Knowledge Bureau’s certificate courses are organized into five areas of specialization leading to the DMA™ (Distinguished Master Advisor) designation, with six courses in each full program.
The DMA-Personal Tax Services Specialist™ Program
Build advanced, current knowledge to prepare and plan for 2025 returns with greater confidence and plan for the 2026 tax year. Students gain skills that can be applied immediately in practice, improving technical accuracy while enhancing client conversations around tax efficiency and wealth preservation.
Students have up to three months to complete each course (approximately 30–40 hours each), though many graduate sooner depending on their schedules.
Course 1: Introduction to Personal Income Tax
Develop the foundational skills required to prepare 2025 personal tax returns and plan for the 2026 tax year, for a variety of taxpayer profiles, including employees, families with children, investors, seniors, and low-income filers. Using student versions of professional tax software, participants practice planning scenarios that reflect current savings strategies such as RRSP, FHSA, and TFSA optimization.
“An open book approach is great for learning. It helped me to go back and review the materials over again so that I could get the right answers on the quiz but it also provided a good understanding of all the material. I think this course has been very helpful and will enable me to start my first year of T1s with my company in a much more effective way.” — Bryce W., Alberta
Course 2: Professional Income Tax Filing – Advanced
Go deeper into deductions, credits, and advanced tax calculations relevant to modern investors and complex returns. Updated content reflects current considerations around capital gains, registered and non-registered investment income, and planning strategies designed to minimize tax exposure while remaining compliant.
“I loved the course setup. I could work at my own pace and I could print off the assignments. This course, unlike other courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary.” — Robert J. S., Manitoba
Course 3: Filing Proprietorship Returns
Expand your ability to serve entrepreneurs and small business clients by learning to prepare returns for unincorporated businesses under current reporting expectations. Topics include GST/HST, expense tracking, capital cost allowance, inventory, hiring strategies, and specialized considerations for farmers, fishers, partnerships, and professionals — all aligned with today’s compliance environment.
“This course includes a tremendous amount of useful information… My objective was to learn how to prepare tax returns for small proprietorships, in order to expand my practice. In addition, I do bookkeeping for small businesses and was keen on gaining a better understanding of tax requirements, so that I could be a better bookkeeper. I have acquired a wealth of knowledge and feel a lot more confident about the services I am offering to my clients.” — Sylvie G., YT
Course 4: Filing Final Returns at Death
As intergenerational wealth transfer accelerates, expertise in final returns has become essential. Learn how income is taxed at death, including capital gains considerations, reporting for registered accounts, and strategies to minimize taxes payable while navigating estate administration and probate challenges.
“Everything so far has had value to it. These studies have added to my knowledge and skills and I have put this knowledge to use immediately for our clients or I gained new skills which has given me the opportunity to expand our services.” — W. Samplonius, ON
Course 5: Filing T3 Returns
Trust taxation continues to evolve rapidly, making current education critical. This course introduces different trust structures in Canada and provides practical training on preparing T3 returns, slips, and summaries. Case studies reflect modern planning strategies, helping advisors determine when income should remain in the trust or flow to beneficiaries to optimize tax outcomes.
Course 6: Retirement Income Planning
You will learn a process for helping your clients envision their plan for the three stages of retirement based on a holistic, values-based strategy, types of investments can be offered in a group investment plan, different employer sponsored plans, as well as how employees can maximize their options with these accumulations when leaving a job, strategies required to build a pension income for your clients from various sources of income, and tax efficiency on retirement income layering.
“It is important that we are proactive in terms of planning our clients’ affairs. Knowledge Bureau continues to provide me with relevant knowledge and strategies to help my clients navigate through the complex world of finance, life and taxation.” — George D., ON
Why Current Training Matters Now
Working with your clients will require more than technical accuracy, it will demand advisors who understand how tax intersects with wealth planning, business growth, and intergenerational decision-making. Clients are looking for advisors who are current, confident, and able to turn tax knowledge into practical planning strategies. Firms that invest in up-to-date training strengthen compliance, improve efficiency during peak filing season, and position their teams to deliver higher-value advisory services in a rapidly evolving tax environment.
Get started today, or contact our educational consultants for assistance at 1.866.953.4769.
Learn.knowledgebureau.com/specializedcredentials
Help & Contact: 1 866 953 4769