Objective Financial Partners Inc.

Putting an inheritance into a joint account sounds simple, but it's important to understand the income tax implications before you do.

In particular, attribution rules can affect how investment income is reported between spouses or common-law partners.

Jason Heath covers the key considerations in his Ask a Planner column for :

https://zurl.co/Lo3ni

Can you put an inheritance into a joint account? Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports the income and how couples should invest it.

Planning a wedding? Before finalizing the venue, flowers, and guest list, it’s worth taking a close look at the budget.

In this FP Canada article, Brenda Hiscock, Advice-Only CFP at Objective Financial Partners, shares practical tips on setting a realistic wedding budget, managing expenses, and balancing wedding costs with other important financial goals.

A wedding is a celebration of a new chapter, but thoughtful financial planning can help ensure that chapter begins on solid footing.

Read the article here:

https://zurl.co/uxemy

Paying for a Wedding: A Practical Guide Planning for a wedding can be exciting. But it can also be overwhelming, given the countless decisions, details, and deadlines involved.

As cryptocurrency becomes increasingly mainstream, it's important for investors to understand the tax implications of holding digital assets. In this episode, Jason shares practical insights on the tax rules every Canadian crypto investor needs to know.

Whether you're a casual investor or a dedicated crypto enthusiast, this conversation provides clear, actionable guidance to help you better understand the tax implications of your crypto investments.

🎧 Listen here: https://zurl.co/gYIk2

Many thanks to Bruce Sellery and the Moolala: Money Made Simple team for inviting Jason Heath to join the show and discuss Canadian cryptocurrency tax rules.

What to Do With Your Crypto — Tax Rules Every Canadian Investor Needs to Know - Moolala With crypto prices swinging wildly, many Canadians are sitting on gains or losses and aren’t sure what to do next. Certified financial planner Jason Heath of Objective Financial Partners and Objective Tax and Accounting breaks down exactly how the CRA treats cryptocurrency: when profits are taxed ...

Many Canadians understand how to contribute to registered disability savings plans (RDSPs), but far fewer understand how withdrawals work.

The rules around mandatory RDSP withdrawals can be complex, including tax implications, grant repayment requirements, and the 10‑year rule.

In his latest article for MoneySense, Jason Heath explains what beneficiaries and their families should know before taking money out of an RDSP.

https://zurl.co/SsTRB

How do you take RDSP withdrawals? Learn how RDSP withdrawals work, including the 10-year rule, grant repayment requirements, taxes, and mandatory withdrawals after age 60.