Does your client's employer have to provide Form T2200?
With the 2023 tax filing season now open, some of your clients may be asking their employers for a signed Form T2200: Declaration of Conditions of Employment. The form allows them to claim employment expenses related to working from home. But employers have no legal requirement to provide one, and the process for claiming work-from-home expenses has changed for 2023. Rudy Mezzetta reports.
When you and your firm clash over client communications
Your firm issues a marketing message that touts an investment style you don’t use, and you want to issue a message to your clients clarifying your position. But compliance won’t let you. What do you do? Michelle Schriver digs into this quandary in her latest “Ethical Advisor” column.
After a strong year for the S&P 500, one question on many investors’ minds is whether U.S. stocks will continue to lead the pack. One portfolio manager urges caution when predicting future success.
Former rep on the hook for recruitment loan
Finally, a former rep must pay back more than $400,000 to his former firm, representing the balance on a $1.6-million recruitment bonus that was structured as an interest-free loan, an Ontario court ruled last week. James Langton reports.
