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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Investment Portfolio Tax Efficiency

Learn techniques for tax-optimizing an investment portfolio (both basic and advanced).


As trusted advisors, CPAs often field questions from clients regarding investment portfolio management, especially with regards to tax considerations.
This 1-credit, hour-long course will present both basic and advanced techniques for optimizing portfolios for tax minimization purposes, helping you to expand your toolkit and become a broader resource for ever-more-demanding clientele.

4Thought Financial Group will be presenting an informative, 1 CPE credit-eligible course on Investment Portfolio Tax Efficiency, on Thursday, January 18, from noon to 1 p.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light lunch will also be served.

Click Here To Register

Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.

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