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?

Welcome to a bold new chapter in your educational journey: Knowledge Bureau’s enhanced digital platform and refreshed 2025–2026 Curriculum. Designed to meet the needs of today’s tax, accounting, and financial professionals, this new learning experience introduces Four Distinct Pathways to Upskilling—from entry-level learning to elite industry designations. Whether you're a first-time student, an experienced advisor, or a graduate ready for your next credential, you'll find the flexibility and depth you need to succeed. Check out upcoming registration dates, including July 31 and September 15 for tuition offers, and the online Course Catalogue; some highlights appear, below:

The Acuity Conference for Distinguished Advisors (DAC) takes place November 23- 26 in Puerto Vallarta and we are pleased to welcome the thought leadership of many returning education partners to the stage. These speakers are ready to wow the highly-engaged audience at the only multi-disciplinary conference for professionals in the tax, accounting and financial services. Be sure to sign on as a delegate or partner by the September 30 early-bird deadline. Here are the details:

Since July 15, the "Authorize a Representative" service in EFILE, accessed through tax software, will no longer be available. Tax professionals must now use the Represent a Client (RAC) portal to request online access to a client’s account.

Those born in the years after the Second World War were given a generational name: the Baby Boomers. Now most are fully immersed into retirement, and their retirement readiness factors are playing out in inflationary times with significant market volatility. Subsequent generations have also been handed monikers, whether they asked for one or not: those born between 1965 and 1980 have been tabbed Generation X and for them, retirement planning is (or should be) in full focus. Here’s why: they are between their 40’s and 60’s and indications are many are ill prepared for retirement.

Do you have a great job? For many people, it’s not just about salary and workplace culture anymore. Increasingly, at a time of great volatility, a great job is one with a good employer-sponsored group health and an employer-sponsored retirement plan. If not, the criteria changes: are you making enough money to fund these plans on your own? Consider the following:

Tax complexity aside, there has rarely been a more promising career opportunity in the tax preparation industry than today, especially for younger people who are jazzed by the potential of AI and digital transactions with the tax department. Based on the latest Departmental Plan released by CRA on June 17, 2025, key initiatives include the prioritization of AI and a continued digital transformation. So if you love technology, chances are good that you might also love a career in taxation. Knowledge Bureau can help. Here’s what you need to know: