Frank Di Pietro

Tax & Estate

Frank Di Pietro, CFA, CFP, is assistant vice-president of tax and estate planning at Mackenzie Investments. He can be reached at

Understanding the underused housing tax

If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties

By Frank Di Pietro |May 15, 2023

4 min read

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

By Frank Di Pietro |June 18, 2021

3 min read

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

By Frank Di Pietro |June 2, 2020

2 min read

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

By Frank Di Pietro |April 16, 2020

6 min read

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

By Frank Di Pietro |February 7, 2020

3 min read

Tax changes looming for employees receiving stock options

Help clients navigate the new rules

By Frank Di Pietro |September 20, 2019

4 min read

Help maximize RDSP carry forwards

Some features of the RDSP are worlds apart from its RESP cousin

By Frank Di Pietro |February 1, 2019

7 min read

Tax traps when converting a home to an income property

Implications for the principal residence exemption

By Frank Di Pietro |August 8, 2018

5 min read

What TOSI means for succession planning

Find out how income sprinkling measures apply to inherited property

By Frank Di Pietro |February 22, 2018

5 min read