Mutual Fund Capital Gains Distributions: Tax Savings Strategies by Mark Wilson, CFP®
Presented by Mark Wilson, APA, CFP®,
President Biden's tax proposals could make year-end mutual fund distributions even more painful this year. Combine 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.
Financial planner Mark Wilson, CFP® expands your knowledge about fund and ETF distributions and various strategies to minimize your clients’ taxes in this webinar.