0      0


PFP18SS01 - Making Tax Smart Decisions with Your Investments

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

Standard: $49.00


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


  • Duncan Gates, CFP, Senior Wealth Management Strategist, HD Vest Financial Services
Tags: PFP

You must be logged in and own this session in order to post comments.