What You'll Learn
President Biden's tax proposals could make year-end mutual fund distributions even more painful this year. Combines that with what's expected to be a big year for distributions and you have a real opportunity to add value to client relationships by helping them minimize their taxes…
President Biden's tax proposals could make year-end mutual fund distributions even more painful this year. Combines that with what's expected to be a big year for distributions and you have a real opportunity to add value to client relationships by helping them minimize their taxes.
Join financial planner Mark Wilson, CFP® to expand your knowledge about fund and ETF distributions and various strategies to minimize your clients’ taxes.
Learning Objectives:
- The primary causes of Mutual Fund Capital Gains
- Tips for when clients should buy mutual funds
- The advantage ETFs have to avoid capital gains
- How to avoid funds with capital gains
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.