The Four A’s of preparing for
capital gains season

The four A’s of preparing for capital gains season

 

U.S. tax reform is top of mind for many—particularly tax-sensitive investors. Regardless of the outcome in Washington, DC, very strong capital market returns since March 2020 are expected to contribute to material capital gains recognition across many investment offerings this year.

As the last quarter approaches, most mutual funds will begin to publish their estimates for capital gains distributions. Are you prepared for your client conversations on taxes?

There are four actionable steps tax-smart advisors should consider. Request your copy today to jump start your client conversations before tax bills arrive.

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