Advertisement

Articles By Jason Heath, CFP:

Time for Taxes Money Financial Accounting Taxation Concept

Ask a Planner

Preparing taxes for someone who died

What to know about filing taxes after a death in Canada, including notifying the CRA, executor duties, final returns,...

Preparing taxes for someone who died
Person handing a couple a key for a house

Ask a Planner

How does rent from a family member or common-law partner get taxed?

Is rent from a family member or common-law partner taxable? Learn when it counts as income, what expenses you...

How does rent from a family member or common-law partner get taxed?
Calculator and pencil with some papers

Ask a Planner

Can you save tax by putting severance into a corporation?

A CFP breaks down how severance and salary continuance are taxed, and explains when corporations do (and don’t) make...

Can you save tax by putting severance into a corporation?

Ask a Planner

Tax implications of shareholder loans

Shareholder loans are often misunderstood by incorporated business owners. It is important to consider the tax implications.

Tax implications of shareholder loans

Ask a Planner

The tax implications of moving to Québec

The Québec tax system has some key differences compared to other parts of Canada or other countries. Here is...

The tax implications of moving to Québec
Woman examining banknote, man counting coins vector illustration. Auditor, financial planning, accounting. Banking concept. Design for website templates, posters, banners

Columns

Your TFSA reset for the new year

If you’re not among the few who max out their TFSA every January 1, these new year TFSA tips...

Your TFSA reset for the new year

Ask a Planner

Should I hold my house in a trust?

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what...

Should I hold my house in a trust?
Family budget and finances. Young woman doing accounts together with her husband at home, planning new purchase. Serious female in glasses holding piece of paper and making necessary calculations SSUCv3H4sIAAAAAAAEAJ2QzW7DIBCE75X6DhZnW8JQE9NXiXrAQNxViakAp6oiv3v5s8S5N+abHWD2+frSdWgRHiR6755JRQ3G7D44EcBuEeO+cq0gWAfCJJjYkR3kgwi71z5dUZEUQa9xtsCaP9+5Ft2dRjZjIloI9Q3z+5LZiY7+38ly+DiriFVv8jd/uCnitNGiFLmWUfT1E7S7t9UeoLRttNgV2Kblw0phUoA2N387kLCtTcyGT+3ajcWV23sDNhvyT2oxpOJKkxzpSNjMCJknTDDlZKoDoJIt8SwmfpkHrvBteMOUDJzTy0DZNN9GRhjhS1zL8QegCWUK+wEAAA==

Ask a Planner

What are the tax implications of a donation?

Learn how charitable donations can reduce your taxes in Canada, which organizations qualify, and strategies for couples and investors...

What are the tax implications of a donation?
Senior man signing the new retirement plan contract with agency expert, agreeing on life insurance terms in modern office. Retired person collaborating with advisor to increase income. 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

Ask a Planner

How does a pension buyback work?

A DB pension plan member may have the opportunity to buy back pensionable service to increase their future pension....

How does a pension buyback work?