Articles By Jason Heath:

A woman in her 60s is greeting her mother with a hug.

Ask a Planner

Should you loan money to someone who is house rich and cash poor?

Loaning money to someone who is house rich and...

Should you loan money to someone who is house rich and cash poor?
A couple sits down at a cafe to discuss their investments

Ask a Planner

The tax implications of transferring a stock between spouses

Joe wants to transfer his 50% ownership of a...

The tax implications of transferring a stock between spouses
A woman is sitting on her couch in her apartment with a pensive expression on her face.

Ask a Planner

Buying a home after divorce

During a divorce, one or both spouses may move...

Buying a home after divorce
A ring-spine calendar for April, with a note book, and block lettering spelling out the words "tax time".

Ask a Planner

How do quarterly income tax installments work?

Explore how tax installments work, how to best plan...

How do quarterly income tax installments work?
A man with a wedding band is meeting with a lawyer to go over will documents.

Ask a Planner

Can you avoid probate taxes on TFSAs?

Find out how to shield TFSAs from probate taxes,...

Can you avoid probate taxes on TFSAs?
A man is closing up his restaurant, putting a chair on a table.

Ask a Planner

How are you taxed when you sell a small business?

How do you report the income from the sale...

How are you taxed when you sell a small business?
A man on a hike is sitting on top of a hill, looking out to a lake and mountains in the distance.

Ask a Planner

What to do when you overcontribute to your RRSP

What happens when you inadvertently contribute too much to...

What to do when you overcontribute to your RRSP
A senior-age man lies on a sofa and looks at his smartphone

Ask a Planner

Converting a segregated fund to a RRIF

If you hold a segregated fund and want to...

Converting a segregated fund to a RRIF
A man sits in a dentist chair, happy with the results of his latest check up, as holds a mirror inspecting his teeth.

Ask a Planner

When can you claim medical expenses on your tax return

After you pay for out-of-pocket medical expenses, what should...

When can you claim medical expenses on your tax return
1 2 3
Next Page