News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
Vivek Bansal, CPA, CA, is director of tax and estate planning with Mackenzie Investments. He can be reached at vibansal@mackenzieinvestments.com.
Tax News
Find out if your client is subject to the requirements
By Vivek Bansal |December 13, 2023
3 min read
Estate Planning
Help your client consider tax-preferential treatment, donation of shares and AMT
By Vivek Bansal |June 6, 2023
5 min read
Business owners planning for succession must meet certain criteria
By Vivek Bansal |August 23, 2022
4 min read
For the best tax treatment, distinguish between current and capital expenses
By Vivek Bansal |May 2, 2022
A client scenario with a family cottage shows the importance of planning
By Vivek Bansal |December 3, 2021
A change in use could result in a deemed disposition
By Vivek Bansal |July 22, 2021
There are benefits and risks to owning property personally, through a trust or through a corporation
By Vivek Bansal |November 27, 2020
Consider these tax-efficient options
By Vivek Bansal |July 31, 2020
Find out what the CRA says about investment income and selling a business
By Vivek Bansal |March 31, 2020
Planning and Advice
February 5, 2024|4 min read
November 28, 2023|4 min read
March 7, 2024|4 min read
December 15, 2023|2 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
Investments
March 14, 2024|3 min read
December 15, 2023|3 min read
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