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CFP-TAX: Mastering Capital Gains: Holding Periods, Netting, and Tax-Efficient Strategies
Welcome to VoraPrep Audio. Today's topic is capital gains. This is one of the most tangible ways you'll add value for your clients. It's also a topic that shows up constantly on the exam. Picture a new client, Ava, walking into your office. She bought a tech stock for fifty thousand dollars. It’s ha…
The skinny
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