Webinar Registration

Mutual Fund Capital Gains Distributions:
Tax Savings Strategies by Mark Wilson, CFP®
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, October, 20 • ET • 60 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Mark Wilson
Mark Wilson, APA, CFP®
Financial Planner

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…

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