Frank Di Pietro

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

Tax News

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

1 min read

Tax Strategies

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

By Frank Di Pietro |June 18, 2021

1 min read

Tax Strategies

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

1 min read

Tax News

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

By Frank Di Pietro |April 16, 2020

1 min read

Estate Planning

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

1 min read

Advisor's Edge

Tax changes looming for employees receiving stock options

Help clients navigate the new rules

By Frank Di Pietro |September 20, 2019

1 min read

Planning and Advice

Help maximize RDSP carry forwards

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

By Frank Di Pietro |February 1, 2019

1 min read

Tax News

Tax traps when converting a home to an income property

Implications for the principal residence exemption

By Frank Di Pietro |August 8, 2018

1 min read

Estate Planning

What TOSI means for succession planning

Find out how income sprinkling measures apply to inherited property

By Frank Di Pietro |February 22, 2018

1 min read

Estate Planning

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

By Frank Di Pietro |June 30, 2017

1 min read

Tax News

T1135 reporting and joint tenancy: what to do

Owning property jointly with a family member can mean the attribution rules apply

By Frank Di Pietro |June 22, 2017

1 min read

Tax News

Understanding the new T1135

Updated for 2017

By Frank Di Pietro |June 12, 2017

1 min read

Tax Strategies

Be careful with RESPs for U.S. persons

What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?

By Frank Di Pietro |September 13, 2016

1 min read

Life

Are commissions taxable on personal policies?

The short answer is possibly yes.

By Frank Di Pietro |March 4, 2016

1 min read

Estate Planning

Make sure clients understand Graduated Rate Estates

New federal trust rules come into effect in January 2016

By Frank Di Pietro |September 8, 2015

1 min read

Tax Strategies

6 tax filing tips for 2015

Clients are beginning to receive their T4s, T5s, T3s and RRSP contribution slips in the mail, so tax filing will soon be top of mind.

By Frank Di Pietro |February 20, 2015

1 min read

Estate Planning

Alternatives to testamentary trusts

Big changes to CRA’s rules for testamentary trusts take effect in 2016.

By Frank Di Pietro |July 14, 2014

1 min read

Tax Strategies

Understanding the pension income tax credit

Advisors frequently ask about the pension income tax credit and whether clients qualify

By Frank Di Pietro |January 15, 2014

1 min read

Estate Planning

Donate for big tax savings

As superhero movies take over the box office, clients can do their part to help humanity by using the new First-Time Donor’s Super Credit (FDSC). How the tax code treats donations

By Frank Di Pietro |July 22, 2013

1 min read