Year-End Tax Planning for 2026
By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE
In this Episode, James Parkyn & François Doyon La Rochelle review year-end tax planning strategies in Capital Market securities.
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Read The Script:
1) INTRODUCTION:
François Doyon La Rochelle:
You’re listening to Capital Topics, episode #93!
This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.
Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.
In our podcast today we will review Year-end Tax Planning Strategies for Investors in Capital Market Securities.
Enjoy!
2) YEAR-END TAX PLANNING FOR 2026:
François Doyon La Rochelle:
Well, it’s that time of year again when we discuss year-end tax planning strategies for investors in capital market securities. As our regular listeners know, covering this topic at year-end has become an annual tradition on our podcast.
As we record this podcast, we are basing our advice on the tax rules currently in effect. The Federal government will be tabling its 2026 Budget in November. They haven't announced the date yet. If there are any major changes affecting investors, we will highlight them in our next podcast.
All right, James, let’s get into today’s topic: year-end tax planning. Where would you like to start?…Read More