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
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ET
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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…

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What You'll Learn
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Webinar Description

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.