Mutual Fund Capital Gains: Reducing Salt In The Wound
Guest Expert: Mark Wilson, APA, CFP®, CapGainsValet.com
Listen to financial planner Mark Wilson, CFP® to expand your knowledge about fund and ETF distributions and various strategies to minimize your clients’ taxes.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
10.12.2022 - Mutual Funds
Comments
A few comments from listeners:
I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.
I remember him from last time. He's an expert in this niche market.
Russell V.
I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.
I remember him from last time. He's an expert in this niche market.
Russell V.
Attendees Comments:
I've been a fan of Cap Gains Valet since I've been in the business (8 years now). I appreciate the review and especially the sneak peek ahead to Mark's expectations for 2022, since I've been checking his website every few days for that!
- David M.
I remember him from last time. He's an expert in this niche market.
Russell V.