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Guest Expert: Mark Wilson, APA, CFP®, CapGainsValet.comListen to financial planner Mark Wilson, CFP® to expand your knowledge about fund and ETF distributions and various strategies to minimize your clients’ taxes.
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A few comments from listeners:
I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.
I remember him from last time. He's an expert in this niche market.
Russell V.
I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.
I remember him from last time. He's an expert in this niche market.
Russell V.
I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.
I remember him from last time. He's an expert in this niche market.
Russell V.