AICPA ENGAGE 2018

PFP18SS01 - Making Tax Smart Decisions with Your Investments

Jun 10, 2018 5:10pm ‐ Jun 10, 2018 6:00pm

Standard: $49.00

Description

Bonus session: available onsite only. In this session, Duncan Gates will be discussing investing concepts that tax professionals can use with their clients to ensure that taxes are being taken into consideration when making investment decisions.

Learning Objectives:

1. taxes are an integral part of investment decisions, yet they are rarely taken into consideration

2. the tax professional is in a prime position to be able to help clients take taxes into consideration when investing

Speaker(s):

  • Duncan Gates, CFP, ChFC, CLU, RICP, Wealth Management Strategist, HD Vest Financial Services
Tags: PFP

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