CRA Data Breeches Put Taxpayer Information at Risk
An important deadline is coming up, around the same time that Canadians get ready to file their 2026 tax returns at the start of tax season 2027. Since 2020, more than 42,000 data breaches have occurred at the CRA. A class action lawsuit was launched in 2020 and a $8.76 million settlement was reached. Eligible Canadians affected by these security incidents can now submit claims through the KPMG Claims Portal until February 3, 2027.How Can Advisors Build Resilience in a Changing Investment Environment?
The economic challenges between Canada and the United States continue to unfold, bringing new implications for the global investment environment and the clients advisors serve. These developments—and a cutting-edge look at what lies ahead—will be explored in two must-attend sessions at the 2026 Acuity Conference for Distinguished Advisors, featuring Gold Sponsor Franklin Templeton. Senior Client Portfolio Manager David Wahl will provide his perspective on the global economic outlook, followed by a panel moderated by Christine Logan, MBA, FDFS™, Head of Marketing, Americas. Distinguished Delegates can take advantage of early-bird savings until September 30.
Back to School: Take the Fast Track in Tax, Accounting and Wealth Management
Looking to complete your Professional Diploma or DMA-Specialist™ Designation sooner? Back by popular demand, Knowledge Bureau’s new Fast Track study option provides an opportunity to accelerate your professional education while saving up to 40% on tuition. Register by August 31 to take advantage of accelerated study options in personal, corporate, trust, cross-border, accounting or retirement courses.
Back to School Tax Breaks
Like tax season, back-to-school season rolls around annually with certainty. But in today’s inflationary environment, the start-up costs for getting the family organizing for the school year may seem daunting. The good news is that tax and financial advisors can help clients understand their tax planning options and manage all the receipts that can lead to tax breaks later in the spring during tax filing time. Here’s a primer of topics you may wish to discuss:
Tax Tip: Clients Moving Away to School This Fall?
As students prepare to head to university or college this fall, tax and financial advisors have an opportunity to remind families about a potentially overlooked deduction. Students who move away to attend a post-secondary institution may qualify to claim moving expenses, but there are important income limitations that can make the rules less straightforward than they first appear.
New Issues in Audit Defence: It’s About Retirement Readiness
Tax audit risk can be a real wealth eroder of retirement readiness, especially for business owners, retirees with new multiple sources of income and newcomers to Canada. Most of these clients are unprepared for how quickly the costs of unpaid balances due, penalties and compounding interest payments can grow. Evelyn Jacks, President of Knowledge Bureau, opens the September 23 CE Savvy Summit a renewed mission for advisors. Here are some of the compelling issues:
Investing for the Crisis to Come: The Role of Alternatives
Mark Taucar, CFA, and Nicolas Johnson, FDFS™, will take the stage at the 2026 Acuity Conference for Distinguished Advisors with a new take on Alternatives: Investing for the Crisis to Come. Their November 23 session will explore how alternative investments can provide diversification, generate higher yields and enhance capital growth when traditional markets face volatility and disruption. For these reasons, we are pleased to welcome Platinum Sponsor Accilent Capital Management and Pavilion Flow Through Fund and innovative thought leaders Mark and Nicolas to DAC. Check out the critical issues:
