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Articles By Jason Heath, CFP:

Female accountant calculating tax bills while working on finances in the office.

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An update on trust tax return filings for 2025

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and...

An update on trust tax return filings for 2025

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What happens if you sell real estate to family for a dollar?

A MoneySense reader is worried about a real estate transfer that her mother made to her that could become...

What happens if you sell real estate to family for a dollar?
Senior woman at a desk holding a cup of coffee

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How to bridge the gap until an inheritance

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

How to bridge the gap until an inheritance

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What to do when you get laid off

If you receive a severance package, you’ll have choices to make around your finances. Here’s how to make the...

What to do when you get laid off

RRSPs

Why late-career savers need to be careful with RRSPs

While most Canadians will benefit from continuing to contribute until the day they retire, some will be better off...

Why late-career savers need to be careful with RRSPs

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Do you pay GST/HST when you build or renovate a house?

New homes generally have sales tax payable. What if you build or substantially renovate your home?

Do you pay GST/HST when you build or renovate a house?
Senior man sitting at a desk with papers, looking serious

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What is the Canada Pension Plan death benefit?

A MoneySense reader is not familiar with the Canada Pension Plan death benefit. Here is a primer

What is the Canada Pension Plan death benefit?
Senior couple sitting at a desk with a laptop working on finances

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Retirement taxes explained: Withholding, clawbacks, and other surprises

During your working years, you may receive tax refunds due to the withholding tax on your paycheque—but things change...

Retirement taxes explained: Withholding, clawbacks, and other surprises
Older couple having a discussion with a younger man over paperwork.

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Should you sell stocks you inherit?

Inheriting stocks? Learn the tax rules, when to sell, and how to decide if keeping inherited investments makes sense...

Should you sell stocks you inherit?