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Articles By Jason Heath, CFP:

A man reviews his capital losses on his cellphone at the office

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How to carry back a capital loss for a tax refund

Let’s look at the rules and restrictions around carrying back a capital loss, as well as three things to...

How to carry back a capital loss for a tax refund
A middle-aged woman in a business suit works on her laptop

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Should you sell investments at a loss to pay off debt?

When paying a high interest rate on debt, does it make sense to sell investments that have fallen before...

Should you sell investments at a loss to pay off debt?
A retired couple review the taxes on their recent real estate sale

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The tax implications for Canadians selling foreign real estate

How are Canadians taxed on foreign property? Find out if you should report the sale on your tax return...

The tax implications for Canadians selling foreign real estate
A man wondering if he should sell his preferred shares at a loss

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What should Canadian investors do: Sell or hold with preferred share losses?

When taking a big loss on preferred shares, a MoneySense reader asks if he should hold or sell now.

What should Canadian investors do: Sell or hold with preferred share losses?

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U.S. withholding tax in an RRSP for Canadians

For Canadians who have withholding tax on U.S. income in an RRSP, sometimes this tax can be avoided.

U.S. withholding tax in an RRSP for Canadians
Finances Saving Economy concept. Female accountant or banker use

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Tax implications of making transfers between registered accounts

When transferring money from LIRA to a LIF and RRSP, would that result in being taxed twice?

Tax implications of making transfers between registered accounts
A man is closing up his restaurant, putting a chair on a table.

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How are you taxed when you sell a small business?

How do you report the income from the sale of a small business? What are the tax implications? And...

How are you taxed when you sell a small business?
An investor thinks about how to report taxes on her ETFs.

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How to file your taxes when you own ETFs

Let’s look at the tax implications of holding ETFs in a tax-free savings account, and the tax differences between...

How to file your taxes when you own ETFs
Three siblings discuss how to divide their parents' estate

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How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

How to divide the assets of an estate between beneficiaries