Advanced Personal Financial Planning

(14.5 CPE Credits) AICPA member $695 PFP/PFS member $595 Nonmember $995 Jan.18 Tax-Efficient Investing Many of the ways advisers optimize for after-tax returns under the new tax regime are explained in this seminar on tax-efficient investing. Topics of discussion include: IRA and Roth IRA strategies, capital gain/loss and bond income strategies, ................
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