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

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