Ask a Planner Archives

If you leave Canada and own a rental property, or you are a non-resident and you buy a rental...

Rental property investors need to report their annual income and expenses on their tax return. You must also track...

Crypto profits aren’t always tax-free. Here’s how the CRA taxes cryptocurrency transactions, mining and staking, and overseas gains.

Retirement planning for couples with a significant age difference calls for realistic projections but also flexibility.

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

A lot of spousal loans and other prescribed rate loans were established over the past 10 years. How do...

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

Short answer: Yes. But to take advantage of this amazing tax shelter, you need to understand the CRA’s rules...

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