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

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

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

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

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

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

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?

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

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

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

More Columnists

Mark Soth

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Benjamin Felix

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Coreen Sol

Strategy for consistent performance is often most difficult one to adopt

May 7, 2024|4 min read

Finding your volatility sweet spot

March 7, 2024|4 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read