Can you save on taxes by owning an investment account with your child?
Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...
Articles By Jason Heath, CFP:
How to calculate the adjusted cost base of inherited property
What happens if you inherit a property and have no record of its value at that time? How can...
Should retirees consider a home equity sharing agreement (HESA)?
Home owners have a new way to tap their home equity. How does the HESA compare to a reverse...
Should Canadians keep their investment accounts when retiring abroad?
For Canadians who plan to retire to other countries, here’s a primer on the tax implications of leaving accounts...
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...
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...
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...
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.
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.