Ask a Planner Archives

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...

A CFP breaks down how severance and salary continuance are taxed, and explains when corporations do (and don’t) make...

Shareholder loans are often misunderstood by incorporated business owners. It is important to consider the tax implications.

Many investors disparage bonds—with good reason. You have to determine what problems these investments solve and whether there are...

The Québec tax system has some key differences compared to other parts of Canada or other countries. Here is...

If you’re not among the few who max out their TFSA every January 1, these new year TFSA tips...

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what...