New Senior Tax Specialist Diploma Launches with Five Advanced Tax Updates

Knowledge Bureau has launched a new Senior Tax Specialist Diploma for tax, accounting and financial services professionals, beginning with the September 23 CE Savvy Summit on CRA Audit Defence Management. The 12-month program brings together five advanced updates in personal, corporate, cross-border and trust taxation and business, with a focus on helping professionals support clients and lead their growing teams with greater expertise.

For business builders, it’s also an opportunity to develop the expertise within your team. Elevate a team member to take the lead on training, answer questions from clients and associates, and help others navigate tax season 2027 with greater confidence. It’s easy to get started: register for the full Diploma program or begin with the September 23 CE Savvy Summit.

The 2026–27 Senior Tax Specialist Diploma brings together five advanced technical updates designed to help professionals stay ahead of new tax, financial and estate planning challenges. Delivered through live, virtual and peer-to-peer CE Savvy Summits, the program helps participants sharpen their technical knowledge, gain practical insights and strengthen the expertise they bring to clients and their teams.

Five CE Summits make up the new program:

• September 23, 2026 – CRA Audit Defence Management: Help clients inflation-proof their wealth by mitigating tax audit risk.
• November 5, 2026 – Year-End Tax Planning for Investors & Owner-Managers: What matters is what you keep! The focus is on investors and small business owners.
• January 20, 2027 – Advanced Personal T1 Tax Update: Shake out the cobwebs and drill down on the detailed tax theory and “dark horses” as well as all news from CRA and Finance Canada for filing returns during the upcoming tax season.
• May 26, 2027 – Tax-Efficient Retirement & Estate Planning: The focus is on asset management in retirement as well as filing trust and estate returns.
• August 18, 2027 – Business Growth & Succession Planning: Take a deep dive into the issues surrounding a business transition including strategic business planning, HR, sales and leadership development.

Participants earn 20 Knowledge Bureau CE Credits with each CE Summit and credits toward the Senior Tax Specialist Diploma with every Summit they attend. Take the complete series to earn the Diploma, or team members can attend individual CE Summits and graduate with a Certificate of Achievement. Plus, registrants of the Diploma save 50% off regular CE Summit tuition for registering in all 5!

Everything is included: the live virtual CE Summits, recordings, online courses, recall quizzes and EverGreen Explanatory Notes, along with an experienced faculty.

First Up: CRA Audit Defence Management

The series begins September 23 with CRA Audit Defence Management, focused on confidently managing CRA audits and reassessments with strategy and process. In an increasingly digital relationship with CRA, the Summit will explore how to use appeals processes to the taxpayer’s advantage.

Featuring Evelyn Jacks, Ruth Horst and Kim Moody, the day will address new issues in audit defence, high-risk audits and who is being targeted, the new audit process and the emerging role of the AI-Astute Advisor.

With CRA increasingly using AI and expansive data to identify filing patterns, discrepancies and high-risk returns, the Summit will examine what advisors need to know to help defend clients’ filings and prepare audit-proof returns.

Join the program at any time throughout the year. Register at least two weeks before event dates to save an additional $100 off individual events. Ask about group rates and easy instalment plans.