Mid‑Year Tax Optimization: Strategic Moves to Reduce Your Tax Bill

The middle of the year is an ideal time to move from tax reporting to tax planning. With several months still remaining in 2026, taxpayers, business owners, and advisors have an opportunity to implement strategies that can reduce current-year tax, improve cash flow, and avoid missed planning opportunities before year-end.

This webinar will explore practical mid-year tax optimization strategies for individuals, owner-managers, and private businesses in the Canadian tax context. It will focus on proactive planning steps such as income splitting considerations, compensation planning, loss utilization, capital gains and investment planning, deductions and credits, instalment management, and year-end preparation. The session will also highlight common traps, timing issues, and documentation requirements that can affect the success of a tax strategy.