Vivek Bansal Auhtor Headshot Image

Vivek Bansal

Tax Strategies

Vivek Bansal, CPA, CA, is director of tax and estate planning with Mackenzie Investments. He can be reached at vibansal@mackenzieinvestments.com.

New trust reporting rules include in-trust accounts, jointly owned assets New trust reporting rules include in-trust accounts, jointly owned assets

Tax News

New trust reporting rules include in-trust accounts, jointly owned assets

Find out if your client is subject to the requirements

By Vivek Bansal |December 13, 2023

3 min read

Taxation of employee stock options Fallback Image Decorative pattern

Estate Planning

Taxation of employee stock options

Help your client consider tax-preferential treatment, donation of shares and AMT

By Vivek Bansal |June 6, 2023

5 min read

What to know about the new intergenerational transfer rules What to know about the new intergenerational transfer rules

Estate Planning

What to know about the new intergenerational transfer rules

Business owners planning for succession must meet certain criteria

By Vivek Bansal |August 23, 2022

4 min read

What your clients should know about real estate renos and repairs Fallback Image Decorative pattern

Estate Planning

What your clients should know about real estate renos and repairs

For the best tax treatment, distinguish between current and capital expenses

By Vivek Bansal |May 2, 2022

4 min read

Unintended tax consequences of joint tenancy with a right of survivorship Fallback Image Decorative pattern

Estate Planning

Unintended tax consequences of joint tenancy with a right of survivorship

A client scenario with a family cottage shows the importance of planning

By Vivek Bansal |December 3, 2021

4 min read

Potential tax implications from renting a principal residence Potential tax implications from renting a principal residence

Estate Planning

Potential tax implications from renting a principal residence

A change in use could result in a deemed disposition

By Vivek Bansal |July 22, 2021

3 min read

How should your clients own real estate properties? Fallback Image Decorative pattern

Tax News

How should your clients own real estate properties?

There are benefits and risks to owning property personally, through a trust or through a corporation

By Vivek Bansal |November 27, 2020

5 min read

Help your client wind down their private corporation Help your client wind down their private corporation

Tax News

Help your client wind down their private corporation

Consider these tax-efficient options

By Vivek Bansal |July 31, 2020

4 min read

TOSI exceptions for your business-owner client TOSI exceptions for your business-owner client

Estate Planning

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

By Vivek Bansal |March 31, 2020

3 min read

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