Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .
Small business month is coming to an end, but there is one issue rarely discussed in the news for this important sector of our economy: tax audit risk. If you’re in business, it’s a reality that you are in an audit target zone and you need to be ready because it can be very expensive. That’s why it’s a year end planning issue we’ll be discussing in depth at the November 5 CE Summit featuring tax lawyer Anna Malazhavaya. Registration is still open online until November 4. Here’s what’s important:
Spend your valuable time with immediately implementable, professional development in year-end planning topics. Did you know that all Knowledge Bureau certificate courses (live, live virtual and online) are accepted for valuable CE/CPD Credits? Details follow. Plus, we have a DMA Designation Program offer, it’s so good – it’s scary!. Check it out:
For many years, the Canada Revenue Agency (CRA) has allowed taxpayers to voluntarily disclose errors and omissions on their tax returns, with the opportunity for reduced penalties and interest. There were some restrictions introduced back in 2018. But as of October 1st, 2025, changes to the process make it simpler for taxpayers to disclose unintentional filing errors and omissions, and there is a newly revised tax form to help.
As a distinguished advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry. Together, Canada's top publications for financial advisors - the 2025 Acuity Conference for Distinguished Advisors returning media sponsors - will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back Advisor.ca and Investment Executive as our media sponsors for Acuity 2025 in Puerto Vallarta November 23-26. Learn more about them below:
Knowledge Bureau has a new program for new entrants to professional tax preparation and registration is now open. It has two parts: start with the 20 hour online course now, then join us for a peer-to-peer series of virtual classes to consolidate your knowledge! Here are the details – perfect for training new hires in tax preparation and accounting offices too.
There are many reasons not to miss the November 5 CE Summit. First, there is the November 4 Federal Budget Analysis and Advanced Year End Tax Planning Synopsis. But in addition, for anyone who ever wanted to truly understand corporate owner-manager taxation, don’t miss the Advanced Corporate Owner Manager Planning Tutorial included in this session. Take a look at the 17 critical topics you need to know to work with business owner clients:
Small business month is coming to an end, but there is one issue rarely discussed in the news for this important sector of our economy: tax audit risk. If you’re in business, it’s a reality that you are in an audit target zone and you need to be ready because it can be very expensive. That’s why it’s a year end planning issue we’ll be discussing in depth at the November 5 CE Summit featuring tax lawyer Anna Malazhavaya. Registration is still open online until November 4. Here’s what’s important:
Spend your valuable time with immediately implementable, professional development in year-end planning topics. Did you know that all Knowledge Bureau certificate courses (live, live virtual and online) are accepted for valuable CE/CPD Credits? Details follow. Plus, we have a DMA Designation Program offer, it’s so good – it’s scary!. Check it out:
For many years, the Canada Revenue Agency (CRA) has allowed taxpayers to voluntarily disclose errors and omissions on their tax returns, with the opportunity for reduced penalties and interest. There were some restrictions introduced back in 2018. But as of October 1st, 2025, changes to the process make it simpler for taxpayers to disclose unintentional filing errors and omissions, and there is a newly revised tax form to help.
As a distinguished advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry. Together, Canada's top publications for financial advisors - the 2025 Acuity Conference for Distinguished Advisors returning media sponsors - will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back Advisor.ca and Investment Executive as our media sponsors for Acuity 2025 in Puerto Vallarta November 23-26. Learn more about them below:
Knowledge Bureau has a new program for new entrants to professional tax preparation and registration is now open. It has two parts: start with the 20 hour online course now, then join us for a peer-to-peer series of virtual classes to consolidate your knowledge! Here are the details – perfect for training new hires in tax preparation and accounting offices too.
There are many reasons not to miss the November 5 CE Summit. First, there is the November 4 Federal Budget Analysis and Advanced Year End Tax Planning Synopsis. But in addition, for anyone who ever wanted to truly understand corporate owner-manager taxation, don’t miss the Advanced Corporate Owner Manager Planning Tutorial included in this session. Take a look at the 17 critical topics you need to know to work with business owner clients:
