Mutual funds

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

A new analysis by Audit Analytics reveals the Big Four firm leading among every type of fund.

Canada is reining in a tax break on employee stock options by introducing a cap that it expects will impact executives of major, established companies.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

Chalk up a win for asset managers in the Congressional battle over reshaping the U.S. tax regime. For everyone else, however, the celebration will have to wait.

Cohen & Co. has merged in Arthur Bell to create one of the largest accounting firms specializing in auditing mutual funds, exchange-traded funds, hedge funds and investment advisers.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.