Vivek Bansal

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

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

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

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

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

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

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

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

Tax News

Help your client wind down their private corporation

Consider these tax-efficient options

By Vivek Bansal |July 31, 2020

4 min read

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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