Year-end tax bills are never welcome, but they can be especially distressing when they are entirely unexpected. For investors, capital gains taxes on their mutual funds can be a surprise. Financial advisors, however, have the tools and knowledge to help save their clients’ money.

This webcast is now available to view on demand. Just click the "register" button below to learn more about:

  • Specific techniques and actions advisors can take with clients to help protect them from unexpected tax bills
  • The mechanics of mutual funds and ETFs and the tools available to financial advisors that want to assess their clients’ capital gains tax exposure
  • How tactics such as shifting client investments ahead of expensive distributions can reduce end-of-year bills

Note: You will need to log in to Financial Advisor IQ in order to use the one-click registration link below. Alternatively, if you do not know your login information, you can register here.

To view the archive, click here:


This webcast is available to all readers for free.

Amy Arnott, Portfolio Strategist, Morningstar Research Services
Dean Mioli, Director of Investment Planning, SEI
Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, BlackRock

Ellie Duncan