Articles By Jason Heath, CFP:

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When are TFSAs and RRSPs actually taxable?

Here’s what investors should know about the tax payable on U.S. and Canadian stocks in an RRSP and TFSA.

When are TFSAs and RRSPs actually taxable?
A man works from his home office

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Work-from-home tax credit: What Canadians can claim for 2023

The flat-rate home-office expense deduction is no longer available for 2023. But eligible employees who work from home can...

Work-from-home tax credit: What Canadians can claim for 2023
Canadian working part-time in retirement wondering if he can collect employment insurance EI

Columns

How to qualify for EI benefits in retirement in Canada

Just because you paid loads into a program doesn't mean you'll get EI benefits when you retire

How to qualify for EI benefits in retirement in Canada
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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...

Can you save on taxes by owning an investment account with your child?
A retired couple speak with an accountant about the tax implications of their inherited property

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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...

How to calculate the adjusted cost base of inherited property
A woman is looking at her notice of assessment to determine her RRSP contribution room.

RRSPs

How do the RRSP contribution carry-forward rules work?

How do the RRSP contribution carry-forward rules work?
A retired couple cheers to having found a way to fund their retirement

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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 retirees consider a home equity sharing agreement (HESA)?
A retired couple look at a map while traveling across Europe

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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...

Should Canadians keep their investment accounts when retiring abroad?
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