Webinar Registration

Mutual Fund Capital Gains:
Reducing Salt In The Wound
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, October, 12 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Mark Wilson
Mark Wilson, APA, CFP®
Financial Planner CapGainsValet.com

What You'll Learn

Last year saw a record number of large taxable capital gain distributions from mutual funds. These distributions were an eye-opener for many this last tax season. In years where clients have lost money, taxable distributions are especially painful.

Join financial planner Mark Wilson, CFP…

Register for Webinar

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.