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® to expand your knowledge about fund and ETF distributions and various strategies to minimize your clients’ taxes.
Learning Objectives:
- Mutual fund capital gain distribution basics
- Things to know about capital gain distributions
- Basic, intermediate, and advanced strategies to minimize/eliminate the impact of these distributions.