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Reducing investment taxes in 2017 Logo aicpa

  Mark Astrinos, CPA/PFS |   Free |   AICPA |   13 Feb 2017 |   CPA Insider

This article describes investment planning strategies for discussion with your clients looking to reduce their taxes.

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

1 Comments/Reflections

Tendai Nyakurimwa

Tendai Nyakurimwa May 2017

This article helps in informing strategies to follow when considering investments. I enjoyed reading it an hope to use in helping my colleagues gain an insight into investments.