Capital Topics
62 episodes - English - Latest episode: 18 days ago -Hosted by James Parkyn and François Doyon La Rochelle of PWL Capital.
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Episodes
Episode #62: The Parkyn – Doyon La Rochelle eBook Guide to the New Retirement
April 10, 2024 15:00 - 27 minutes - 38.2 MBIn this Episode, James Parkyn & François Doyon La Rochelle present James’ latest eBook called “The New Retirement”
Episode #61: 2023 Update on PWL’s Expected Returns and a Review of Professor Scott Cederburg’s paper on life cycle asset allocation
March 13, 2024 17:48 - 47 minutes - 65.5 MBIn this Episode, James Parkyn & François Doyon La Rochelle discuss the updated PWL long term expected returns on asset classes with PWL’s senior researcher Raymond Kerzérho. Then, they review with him a research paper from Professor Scott Cederburg on life cycle asset allocation.
Episode #60: 2023 Investing Lessons and the review of “The Price of Time” by Edward Chancellor
February 14, 2024 16:00 - 28 minutes - 39.3 MBIn this Episode, James Parkyn & François Doyon La Rochelle will continue their yearly tradition and discuss the Investing Lessons of 2023 Then, they review “The Price of Time” by Edward Chancellor, a book that they highly recommend for all their listeners.
Episode #59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance
January 17, 2024 14:49 - 27 minutes - 38.2 MBIn this Episode, James Parkyn & François Doyon La Rochelle will start the new year by covering the global capital markets performance for 2023. Then, they tackle how to measure your portfolio performance. Which goes hand in hand with the first topic. Links to share: Episode 48: 2022 Investing Lessons & 2023 Outlook — Capital Topics By James Parkyn & François Doyon La Rochelle https://www.capitaltopics.com/listen-here/episode-48-2022-investing-lessons-and-2023-outlook - Market Sta...
Year-End Tax Planning and Update on Canada’s Major Pension Plans
November 22, 2023 16:00 - 32 minutes - 44 MBIn this Episode, James Parkyn & François Doyon La Rochelle will first discuss year-end tax planning strategies for investors in Capital Market Securities Then, they will chat with Raymond Kerzerho, PWL’s Senior Researcher, about his latest blog regarding Canada’s major pension plans. Links to share: Episode 56 : RESP Withdrawal Planning and Investor Home Market Bias — Capital Topics By James Parkyn & François Doyon La Rochelle Episode #52 : The New Tax-Free First Home Savings Accoun...
The Powerful Advantages of Total Market ETF’s & Canada’s Tax System
October 25, 2023 15:00 - 31 minutes - 43.9 MBIn this Episode, James Parkyn & François Doyon La Rochelle will address why we prefer using total market ETFs or mutual funds to build our portfolios rather than other investments solutions. They also share their thoughts on a real hot button issue for all Canadians, Taxes! Raising taxes on top income earners is often proposed as a solution for generating a lot of extra revenues and at the same time reducing inequality in Canada. Links to share: Raise taxes on high income earners? Let...
RESP Withdrawal Planning and Investor Home Market Bias
September 27, 2023 13:18 - 29 minutes - 40.6 MBIn this Episode, James Parkyn & François Doyon La Rochelle give a brief overview of how registered education savings plan works and what are the best strategies to tap into your RESP savings most efficiently. They also drill down into the stock component of your portfolio and on how much global exposure you should have. Links to share: - The Debate About the 60/40 Balanced Portfolio and the Review of the RRIF Mandatory Withdrawal Rules — Capital Topics By James Parkyn & François ...
Mid-Year Review of Markets and Update on Inflation
August 02, 2023 15:00 - 28 minutes - 39.8 MBIn this Episode, James Parkyn & François Doyon La Rochelle review the Market Statistics as of June 30,2023 and update their listeners on Inflation. Market Statistics – June 2023 : Market Statistics - Statistiques de marché (pwlcapital.com) Read The Script: 1) Introduction: François Doyon La Rochelle: You’re listening to Capital Topics, episode #55! This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor. Your hos...
Investing Life Skills for Early Savers
July 05, 2023 15:00 - 27 minutes - 38.1 MBIn this Episode, James Parkyn & François Doyon La Rochelle review the latest eBook authored by James Parkyn titled Investing Life Skills for Early Savers. This eBook is available on the Capital topics website and in our Team’s section on the PWL Capital website and will provide important life skills that will serve early savers on the road of making smart money decisions. eBook: Investing Life Skills for Early Savers - PWL Capital Read The Script: Introduction: François ...
Episode #53 : The Debate About a Balanced Portfolio of 60% Stocks and 40% Bonds and a Review of the C.D. Howe Report on RRIF Mandatory Withdrawal Rules
June 07, 2023 13:00 - 33 minutes - 46.6 MBIn this Episode, James Parkyn & François Doyon La Rochelle discuss a recent report from the C.D. Howe Institute that highlights the need to revamp the rules surrounding Registered Retirement Income Funds (RRIFs) withdrawals. They also tackle the current debate over the classic way of building a balanced portfolio which is an allocation of 60% stocks & 40% bonds. Links to share: - Episode #52 : The New Tax-Free First Home Savings Account FHSA — Capital Topics by James Parkyn & Fra...
The New Tax-Free First Home Savings Account (FHSA) and Review of the Credit Suisse Global Investment Returns Yearbook 2023 - Summary Edition
May 10, 2023 15:00 - 36 minutes - 49.6 MBDescription: In this Episode, James Parkyn & François Doyon La Rochelle revisit the basics of the recently launched Tax-Free First Home Savings Account (FHSA) and give their listeners some planning ideas. They also perpetuate their annual tradition and review of the 15th edition of The Credit Suisse Global Investment Returns Yearbook 2023, Summary Edition. Read The Script: INTRODUCTION: François Doyon La Rochelle: You’re listening to Capital Topics, episode #52! This is ...
Update on Active Vs. Passive & Global Banking Solvency
April 12, 2023 15:00 - 35 minutes - 48.2 MBIn this Episode, James Parkyn & François Doyon La Rochelle discuss the following subjects: In the news: Global Banking Solvency Main Topic : Update on Active Vs. Passive In this episode, we invite our listeners to check our latest feature below. For the first time we share the Podcast Script which was a request from some of our audience. Links: - The Grumpy Economist: How many banks are in danger? (johnhcochrane.blogspot.com) by John Cochrane -The Non-Bailout Bailout – Fo...
2023 Update on Expected Returns
March 15, 2023 15:00 - 29 minutes - 41.2 MBIn this Episode, James Parkyn & François Doyon La Rochelle welcome back their dear colleague Raymond Kerzerho, PWL’s Senior Researcher & Head of Shared Services Research. Together they discuss the update of the Capital Market Assumptions for Expected returns titled “Financial Planning Assumptions”, that he produced with PWL’s Head of Research & Client Education, Ben Felix. - Financial Planning Assumptions (Market Capitalization Weighted Portfolio) - PWL Capital by Raymond Kerzerho & Benja...
Ken French: Five Things I Know about Investing
February 15, 2023 14:00 - 25 minutes - 35.1 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: Main Topic: Ken French: Five things I know about Investing - « Five Things I Know About Investing » by Kenneth R. French : Five Things I Know about Investing | Dimensional -Podcast #48: 2022 Investing Lessons & 2023 Outlook : Episode 48: 2022 Investing Lessons & 2023 Outlook — Capital Topics - « Getting Wealthy vs. Staying W...
2022 Investing Lessons and 2023 Outlook
January 18, 2023 16:30 - 32 minutes - 45.2 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: 2022 Market Statistics Main Topic: 2022 Investing Lessons & 2023 Outlook -Market Statistics – Parkyn Doyon La Rochelle – December 2022: Market Statistics - Parkyn Doyon La Rochelle - December 2022 - PWL Capital -Podcast #45: Bond Investing A New Landscape: Episode 45: Bond Investing A New Landscape — Capital T...
Update on Year-end Tax Planning for Capital Market Investors
December 01, 2022 14:00 - 30 minutes - 41.6 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle will discuss the following portfolio management and financial planning subject: Update on Year-end Tax Planning for Capital Market Investors Why aren’t more Canadians maxing out their TFSAs? — Capital Topics
Managing your Emotions in a sea of negative Financial Market Noise
November 03, 2022 12:45 - 25 minutes - 35.2 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Review of Q3 market results Main Topic: Managing your Emotions in a sea of negative Financial Market Noise How to Invest Better - and Live Better (dimensional.com) by David Booth Seven deadly sins of investing - PWL Capital by James Parkyn Sources: Microsoft PowerPoint - Quarterly Market Review (QMR) - Q2 2022...
Bond Investing A New Landscape
October 06, 2022 16:01 - 23 minutes - 32.9 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Update on the new FHSA’S Main Topic: Bond Investing, the New Landscape Design of the Tax-Free First Home Savings Account - Canada.ca Financial Planning Assumptions - (Factor Tilt Portfolio) - PWL Capital
Central Banks and Recessions
September 08, 2022 14:21 - 36 minutes - 49.6 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Bear Markets and tax-loss selling Main Topic: Central Banks: Policy making challenges and Recessions
Retirement Income Planning: Should Your Portfolio Withdrawals Vary with the Market?
July 28, 2022 13:00 - 25 minutes - 34.5 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: The Historical Benefit in Staying Invested in Bad Markets Main Topic: Retirement Income Planning: Should Your Portfolio Withdrawals vary with the Market?
Bear Markets and Your Long-Term Investment Plan: How to Stay the Course
July 14, 2022 19:00 - 26 minutes - 36.9 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Q2 Review of Market Statistics Main Topic: Bear Markets and your Long-Term Investment Plan: How to stay the course
Active vs. Passive in Bear Markets
June 16, 2022 12:00 - 29 minutes - 40.8 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Warren Buffett’s Annual Letter to Shareholders Main Topic: Active VS Passive in Bear Markets
The Pre-Retiree Guide to the “New Retirement” - Part Two
June 02, 2022 12:00 - 40 minutes - 55.8 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: TFSA and the tax issues at death Main Topic: The Pre-Retiree Guide to the “New Retirement” - Part Two
The Pre-Retiree Guide to the “New Retirement” - Part One
May 19, 2022 12:04 - 37 minutes - 52.1 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Update on TFSA’s, Misunderstandings, and Common Mistakes Main Topic: The Pre-Retiree Guide to the “New Retirement” – Part One Links: I Spent 44 Years Studying Retirement. Then I Retired. - WSJ Plenty of TFSA room going unused | Investment Executive
Credit Suisse 2022 Global Investment Returns Yearbook Summary Edition Review
May 05, 2022 13:00 - 32 minutes - 44.9 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: Main Topic: Review of the Credit Suisse 2022 Global Investment Returns Yearbook
Update on Expected Returns
April 21, 2022 13:00 - 32 minutes - 44.4 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: First Quarter 2022 Market Statistics Main Topic: Update on Expected Returns with Guest Raymond Kerzerho Links: Market Statistics - Statistiques de marché (pwlcapital.com)
The Bank of Mom and Dad and the Financial Help Given to Children to Buy Houses
April 07, 2022 13:00 - 37 minutes - 50.8 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: The Bond Market Negative Returns YTD in 2022 Main Topic: The Pros and Cons of Gifting Money to Your Kids to Buy a House Links: What Does a Bond Bear Market Look Like? (awealthofcommonsense.com)
War in Ukraine and Market Impacts
March 24, 2022 13:00 - 29 minutes - 40.3 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: War in Ukraine and Market Impacts Main Topic: More on Capital Markets and making investment decisions when headlines are bleak and scary Links: 4 ways to prepare for the next bear market - PWL Capital You cannot control the uncontrollable | The Evidence-Based Investor (evidenceinvestor.com)
Update on the ETF Landscape in Canada
March 10, 2022 13:30 - 33 minutes - 45.6 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: Main Topic: Update on the ETF Landscape in Canada Listener’s question: How do you do financial planning when you do it for a couple? Together? 2 separate plans? How do you average risk tolerance?
An Update on Inflation
February 24, 2022 13:30 - 27 minutes - 37.8 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Update on Inflation Listener’s question: Bear Markets – What you Should Know and How you Should to Prepare for Them? Links: Inflation won’t come down magically | Vanguard Canada This is Normal (awealthofcommonsense.com) Older Investors Have a Lot of Money in Stocks. How to Check if It’s Too Much. - WSJ - Why t...
2022 Outlook and the Folly of Forecasting
February 10, 2022 13:00 - 28 minutes - 39.6 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: Main topic: 2022 Outlook and the Folly of Forecasting Listener’s question: ETF Asset Allocation Funds Vs Managing a basket of ETF’s – Pros and Cons. Links: The Best Investment for This Coming Crazy Year - WSJ Investment lessons the markets taught in 2021 (Part 1) | The Evidence-Based Investor (evidenceinvestor.com) Investment ...
Lessons From 2021
January 27, 2022 14:00 - 36 minutes - 50.8 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the news: Review of Market Performance in 2021 Main topic: 2021 Investment Lessons for Investors Links: Investment lessons the markets taught in 2021 (Part 1) | The Evidence-Based Investor (evidenceinvestor.com) Investment lessons the markets taught in 2021 (Part 2) | The Evidence-Based Investor (evidenceinvestor.com) h...
Year-end Portfolio Tax Strategies – Part 2
December 08, 2021 13:30 - 27 minutes - 38.2 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: Main topic: Year-end Portfolio Tax Strategies – part 2. Review of the year-end tax planning strategies for both Accumulators and Retirees. Listener’s question: “should I prioritize making an RRSP or TFSA contribution?” Links: Episode 5 - The Active-Passive Barometer — Capital Topics Episode 6: Private equity funds — Capital Topic...
Year-end Portfolio Tax Strategies
November 24, 2021 13:30 - 19 minutes - 26.8 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the news: The latest news on Inflation Main topic: Year-end Portfolio Tax Strategies – part 1 Links: 2021-10-14_PWL_Financial_Planning_Assumptions-1.pdf (pwlcapital.com) Are Concerns About Inflation Inflated? (dimensional.com) Deflating Your Inflation Fears - WSJ
Are investors expectations of future returns too high?
November 10, 2021 13:30 - 24 minutes - 34.2 MBIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the news: Wealthsimple’s Change of Heart? Main topic: Are investors expectations of future returns too high? A look at a recent survey by the Large French Money Management firm Natixis Links: 2021 Natixis Global Survey of Individual Investors | Natixis Investment Managers Financial Planning Assumptions - PWL Capital
The “Mind the Gap 2021” Report
October 27, 2021 13:00 - 33 minutes - 45.8 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: How the Big Banks are reacting to the new “Know Your Product” Rule Main topic: The “Mind the Gap 2021” report on the cost of investor behaviour Good advice of the day: Five advices from Raymond Links: Mind the Gap 2021 Report
What have markets taught us since 2000?
October 13, 2021 12:30 - 42 minutes - 58 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: The latest Market Stats as of September 30 Main topic: “What have markets taught us since 2000?” – A roundtable Good advice of the day: “Yes, bonds still belong to your portfolio” Listener’s question: “I am concerned with the possible impact of rising government debt levels on my portfolio. How can I p...
Emerging Markets Equity
September 29, 2021 13:48 - 43 minutes - 60.3 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: Caisse de Dépôt sells a portion of its Canadian bank stock holdings Main topic: Emerging Markets equity Good advice of the day: “Consider buying Canadian-listed ETFs for US and international equity” Listener’s question: “Are Individual bonds less risky the bond ETFs?” Links: Credit Suisse Global In...
Registered Education Savings Plans
September 15, 2021 12:00 - 37 minutes - 51.5 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: A hacker steals $600 million worth of cryptocurrencies Main topic: Registered Education Savings Plans Good advice of the day: “Don’t Chase Performance” Listener’s question: “How should I establish a target asset mix for my inapt mother?” Links: Canada Education Savings Program: 2020 Annual Statisti...
The High Cost of Investing in Hedge Funds
September 01, 2021 12:00 - 39 minutes - 54.5 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: The Bridging Finance debacle Main topic: The high cost of investing in hedge funds Good advice of the day: “Buy and hold” beats “buy low and sell high” Listener’s question: “Should I open an RESP for my grandchildren?” Link: The Terrible Truth about Hedge Funds
Preparing for the risk of a cognition loss
August 04, 2021 12:00 - 40 minutes - 56 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: The Bank of Canada pares back its bond purchasing program Preparing for the risk of a cognition loss Good advice of the day: “Alternative investments are not a solution to low bond yields” Listener’s question, who asks: How should I evaluate the performance of my individual stock portfolio? Links: Bank of Canad...
Central Bank Digital Currencies
July 21, 2021 12:30 - 38 minutes - 53.5 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: Our mid-year review of asset class returns An inside look at central bank issued digital currencies Good advice of the day for an investor who bailed out of stocks and would like to reinvest. Listener’s question: “I am afraid that U.S. stocks are very expensive and may underperform for several years to come. What s...
The Return of Inflation
July 07, 2021 12:30 - 34 minutes - 48.1 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: The results of CPP Investments Inflation is back: What’s the impact on your portfolio? Good advice of the day: “Rebalancing your portfolio is a good retirement habit” Listener’s question, who asks: Should I realize taxable losses on some of my investments now or later? Links: CPP Investments web sit...
The Seven Deadly Sins of Investing
June 22, 2021 12:00 - 42 minutes - 57.9 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss a variety of topics related to portfolio management and financial planning. Episode # 19 is all about the launch of “The Seven Deadly Sins of Investing” eBook, which aims to educate the public about common mistakes - even among highly informed and experienced investors - that plague returns and unduly increase risk. Main Link: E-Book: The Seven Deadly Sins of Investing Secondary link...
The Behaviour of Canadian Financial Advisors
June 09, 2021 12:00 - 38 minutes - 52.6 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: The ban on mutual fund Deferred Sales Charges in Ontario A study with surprising findings from Dartmouth University about the behaviour of Canadian financial advisors Bad advice of the day: “ETFs are not enough to build a good portfolio, add individual stocks!” Listener’s question, who asks: Should I s...
The competition between passive and active funds
May 26, 2021 12:30 - 34 minutes - 48.1 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: The outbreak of Initial Public Offerings The Passive Vs. Active Fund Monitor Good advice of the day: “Reading Financial News: The Top Ten Avoidable Distractions!” Listener’s question: “Should I borrow against my home equity line of credit to invest in the markets?” Links: The Passive Vs. Active Fun...
Wealth in Canada and Worldwide with Alain Desbiens
May 12, 2021 12:25 - 43 minutes - 59.2 MBIn this episode of Capital Topics, James Parkyn and Raymond Kerzérho meet with Alain Desbiens, director for Quebec and Eastern Canada at BMO ETFs. Alain provides us with a bird’s eye view of millionaires in Canada and worldwide. Discussion points: The definition of a high, very high and ultra high net worth individual Where does their wealth come from? Their asset mix across public market holdings, private holdings, real estate, etc. The main interests and passions of wealthy indivi...
Warren Buffet’s Annual Letter to Shareholders
April 28, 2021 12:00 - 33 minutes - 46.1 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: The debacle of the Archegos hedge fund Highlights from Warren Buffet’s annual letter to shareholders Bad advice of the day: “Sell in May and go away” Listener’s question: Why are equity expected returns so low?
Portfolio Expected Returns
April 14, 2021 12:30 - 43 minutes - 60.1 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: the first quarter Market Stats An update portfolio expected returns The bad advice of the day: “Buy bank sector ETFs now!” Listener’s question: “Can stocks crash during an economic boom?” Links: PWL Market Statistics Expected Returns : Credit Suisse AQR Vanguard PWL Capital Cliff...
The Tax Treatment of your Portfolio – Part 2
March 31, 2021 12:30 - 37 minutes - 51.5 MBIn this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: In the news: Should we fear inflation? An Update on the tax treatment of your investments – part 2 Good advice of the day: “Beware of your good investing ideas!” Listener’s question: What is your opinion about thematic ETFs?” Links: Control list Tax season 2020: https://www.pwlcapital.com/wp-content/uploads...