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Technical

Tax Aware Investing: Portfolio Management Logo aicpa

  Bob Keebler, CPA/PFS |   Free |   AICPA |   2016 |   AICPA.org

In this video, Bob Keebler discusses key issues with portfolio management strategies, including capital gain and loss harvesting as well as tax asset classes.

Topics covered:
  • Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Intermediate

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