Melissa Shin | Advisor's Edge

U.S. Supreme Court rules in taxpayer’s favour on FBAR issue

The taxpayer's penalty for filing foreign account forms late was reduced to $50,000 from $2.72 million

Here's the status of tax promises and proposals that matter to your clients

Nearly 400 funds have been classified under six responsible investing categories

Greatway must also send its universal life policyholders information to assist them in assessing the policy's appropriateness

Data from Morningstar Direct shows that more than 2,000 U.S. mutual funds closed over the past 10 years

Meanwhile, eliminating student loan interest would cost $2.7 billion over five years, the Parliamentary Budget Officer finds

Here’s the status of proposals that matter to your clients

ETF investors' tax bills for the 2022 tax year could be higher than under the previous formula

Tips (and costs) for an accessible home

Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more