FATCA – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 04 Jan 2019 18:46:25 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png FATCA – Advisor's Edge https://phoenix.advisor.ca 32 32 Industry group working to ease FATCA pain https://phoenix.advisor.ca/news/industry-news/industry-group-working-to-ease-fatca-pain/ Fri, 13 May 2016 12:07:58 +0000 https://avatar.advisor.ca/uncategorized/industry-group-working-to-ease-fatca-pain/ The IIAC has been working hard to keep the industry's FATCA pain to a minimum.

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]]> Americans say FATCA hurts their careers https://phoenix.advisor.ca/news/industry-news/overseas-americans-held-back-professionally-by-fatca-survey/ Mon, 11 Jan 2016 07:01:06 +0000 https://avatar.advisor.ca/uncategorized/overseas-americans-held-back-professionally-by-fatca-survey/ Most Americans who work overseas feel that FATCA negatively impacts their careers.

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]]> IRS puts FATCA tutorials on YouTube https://phoenix.advisor.ca/tax/tax-news/irs-puts-fatca-tutorials-on-youtube/ Thu, 10 Dec 2015 15:15:21 +0000 https://avatar.advisor.ca/uncategorized/irs-puts-fatca-tutorials-on-youtube/ Clients fretting over FATCA? Not to worry: The IRS has put together an idiot-proof YouTube video series that walks viewers through the quirks of the agency’s byzantine forms.

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]]> Judge quashes attempt to kill FATCA https://phoenix.advisor.ca/tax/tax-news/judge-quashes-attempt-to-kill-fatca/ Thu, 17 Sep 2015 11:23:48 +0000 https://avatar.advisor.ca/uncategorized/judge-quashes-attempt-to-kill-fatca/ An attempt by two dual Canadian-U.S. citizens to prevent the Canadian government from complying with FATCA was struck a major blow. Find out why.

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]]> FATCA: What’s happened and what’s to come https://phoenix.advisor.ca/tax/tax-news/happy-birthday-fatca-whats-happened-and-whats-to-come/ Fri, 19 Jun 2015 06:00:05 +0000 https://avatar.advisor.ca/uncategorized/happy-birthday-fatca-whats-happened-and-whats-to-come/ On July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) came into force. The goal: prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside U.S.

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]]> FundSERV ready for CRM2, FATCA https://phoenix.advisor.ca/news/industry-news/fundserv-ready-for-crm2-fatca/ Thu, 05 Mar 2015 10:36:33 +0000 https://avatar.advisor.ca/uncategorized/fundserv-ready-for-crm2-fatca/ FundSERV Inc. has announced its network upgrades will be ready this spring to support the investment industry’s implementation of CRM2.

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]]> Top 25 stories of 2014 https://phoenix.advisor.ca/news/industry-news/top-25-stories-of-2014/ Fri, 19 Dec 2014 05:59:08 +0000 https://avatar.advisor.ca/uncategorized/top-25-stories-of-2014/ Which articles were top this year?

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]]> The runner-up financial phrase of 2014 is… https://phoenix.advisor.ca/news/industry-news/the-runner-up-financial-phrase-of-2014-is/ Mon, 08 Dec 2014 09:00:32 +0000 https://avatar.advisor.ca/uncategorized/the-runner-up-financial-phrase-of-2014-is/ Our runner-up financial phrase of the year is, “Are you a U.S. person?”

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]]> FATCA spurs U.S. expats to consider dropping citizenship https://phoenix.advisor.ca/tax/tax-news/fatca-spurs-73-of-u-s-expats-to-consider-dropping-citizenship/ Mon, 27 Oct 2014 10:51:29 +0000 https://avatar.advisor.ca/uncategorized/fatca-spurs-73-of-u-s-expats-to-consider-dropping-citizenship/ Almost three quarters of Americans who live outside the U.S. are tempted to give up their U.S. passports.

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]]> Don’t fall for FATCA scams, warns IRS https://phoenix.advisor.ca/news/industry-news/dont-fall-for-fatca-scams-warns-irs/ Thu, 25 Sep 2014 09:11:15 +0000 https://avatar.advisor.ca/uncategorized/dont-fall-for-fatca-scams-warns-irs/ The IRS has issued a fraud alert for international financial institutions complying FATCA. Scam artists posing as the IRS have fraudulently solicited financial institutions seeking account holder identity and financial account information.

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