Update on bare trust tax filing rules for 2024 and beyond
Bare trust reporting requirements have gone through a few different iterations in recent years. Here’s where things stand for...
Articles By Jason Heath, CFP:
What happens to an RESP for grandchildren when you die?
Opening an RESP is a great way to contribute to your grandchildren’s education costs. But what happens if you...
Tax implications of adding a child’s name to your rental property
To fully understand the potential tax outcomes, consider legal versus beneficial ownership, the capital gains inclusion rate, changes to...
A parents’ guide to home down payment gifts and loans
Many parents loan or gift money to their adult children for real estate purchases. Here are the legal and...
Which types of pension income can be split with your spouse in retirement?
Splitting income with your spouse can help you to pay less tax. Here are some types of retirement income...
