Taxes and investment planning | PFP learning library podcast
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Taxes and investment planning | PFP learning library podcast

8 months ago · 18 min listen

Matt Rosenberg, CPA/PFS discusses the impact of taxes on investment planning and answers the questions:

  • What are the major tax considerations practitioners should take into account when providing investment advice?

  • When do capital gains need to be carefully considered?

  • How do investment losses best serve a good tax plan?

  • How important is asset location?

  • Is timing a major consideration with investment changes?

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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