November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Caught in the Crosshairs of CRA: What Tax Reform Could Mean To Advisors
The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
ROI or ROL? Join the Discussion September 25, 11 am CT
On September 25 at 11 a.m. CST, financial professionals and thought leaders will gather for an insightful panel discussion focused on a transformative concept in wealth management: moving from ROI (Return on Investment) to ROL (Return on Life). This Meeting of the Minds session, titled Redefining What Real Wealth Means to You, aims to shift the conversation beyond the numbers toward what truly matters - aligning financial strategies with clients’ life purpose and peace of mind. The Heart of the Discussion: Five Key Questions that would benefit from your input!
Fall Reviews: Did You Claim the Disability Tax Credit?
The Disability Tax Credit (DTC) may be one of the lesser understood tax credits but for your clients who have a disability it is critically important. Having a conversation with your clients about health changes in their life circumstances and those of their loved ones could help them access this tax credit.
Enhancing Career Prospects with the Lifelong Learning Plan (LLP)
In today's rapidly evolving job market, continuous learning has become essential for career advancement and being competitive. Whether it is acquiring new technical skills, pivoting into a different field, or upgrading qualifications, returning to school can significantly enhance an individual's career prospects. However, the cost of further education can be an obstacle. Fortunately, the Government of Canada offers a solution through the Lifelong Learning Plan (LLP) — a program that allows individuals to withdraw funds from their Registered Retirement Savings Plan (RRSP) to finance full-time training or education.
Deemed Dispositions at Death
When a person dies in Canada there are hundreds of decisions which must be made. That’s why getting one’s affairs in order is so important, long before the event. In this second in our series on death and taxes in Canada, we’ll consider the highlights for discussions to be had with clients about reporting requirements at death of a taxpayer.
New Trends in Tax Audit Defence and Appeals: Protecting Clients in a Shifting Landscape
The 2025 tax filing year is shaping up to be one of the most challenging in recent memory, with penalties and interest costs on the rise and the CRA facing significant hurdles in managing information during peak filing season. Against this backdrop, the CE Savvy Summit on September 17, 2025 will host a critical session: New Trends in Tax Audit Defence and Appeals, led by Kim G.C. Moody, an experienced tax expert, who will unpack the implications of CRA’s expanding audit powers.
