Save the Date: March 25 - Evolve From Practitioner to CEO
Canada’s tax and financial services professionals are facing a pivotal moment. As client expectations evolve and advisory practices become more complex, success requires more than technical expertise, it requires leadership, strategy, and a clear vision for growth to evolve from practitioner to CEO of a growing public practice. That is the focus behind the new Business Builder CE Savvy Summit, a collaborative program from Knowledge Bureau and The Personal Coach, designed to help professionals shift their mindset from independent practitioner to CEO of a high-performing advisory business.
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Building Confident Teams in an Era of Constant Change
Knowledge Bureau, a highly acclaimed national post-secondary educational institution, offers training solutions that are customizable to your office training requirements. Ideal for public practices of one to five team members, mix and match programs to roles and always receive a group discount. Study terms and timelines are flexible and your firm can start 24/7, even today. Here’s an overview of opportunities to customize your workplace training programs on a turnkey basis, affordably, starting with an education mapping process.
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The UHT May Be Cancelled, But Vacancy Taxes Remain
As tax professionals, you are keenly aware of the constant changes our federal government makes to the Income Tax Act. Adjustments are made, and you must adapt. Not often, though, is a tax eliminated altogether. But in the case of the Underused Housing Tax (UHT), that is exactly what has happened – it was cancelled in the federal budget of November 4, 2025, but Canada’s underused housing taxes have not been eliminated. Here’s what you need to know for tax season 2026.
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Reporting Fees and the Trucking Industry
The CRA requires companies to issue T4A slips reporting fees-for-service payments made to subcontractors. Given the breadth and administrative burden of this requirement, the CRA introduced a temporary moratorium on penalties for failure to file in 2011. But things have changed now, in particular for the trucking industry.
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Intergenerational Wealth Transfer Needs & The Rise of Real Wealth Managers™
As families navigate one of the largest intergenerational wealth transfers in history, demand is growing for coordinated, values-based financial leadership. In response, experienced tax and financial professionals are increasingly turning to the Real Wealth Manager™ (RWM™) program, an advanced professional pathway focused on intergenerational wealth stewardship.
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