SN000926: Tax Efficient Portfolio Strategies
Description
Taxes are one of the biggest obstacles to long-term wealth accumulation, and they remain a top concern for the advisor community. Join NCACPA’s Financial Planning Network and Mark Gochnour, CPA, CFA on Tuesday, August 25 from 12:00 – 1:00 pm via Zoom for a (non-CPE) event exploring how innovation in different investment vehicles can help mitigate tax impact in portfolios and how different structures have evolved to address tax considerations.
The Zoom access link will be provided in the confirmation email. *This is a non-CPE event
To register: Please sign up online or contact Solutions Support at [email protected] or 800-469-1352 using event code SN000926.
Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
About the Speaker:
Mark Gochnour, CPA, CFA is Head of Global Client Services and leads a team dedicated to the strategy, design, and execution of Dimensional Fund Adviosrs’ client experience. A veteran of the financial services industry, Mark began his career in public accounting with Deloitte & Touche in 1989 and subsequently worked in corporate finance before joining Dimensional in 1998. Mark is a CPA and a CFA® charter holder with a bachelor’s degree in accounting from Oral Roberts University.
Mark Gochnour, CPA, CFA is Head of Global Client Services and leads a team dedicated to the strategy, design, and execution of Dimensional Fund Adviosrs’ client experience. A veteran of the financial services industry, Mark began his career in public accounting with Deloitte & Touche in 1989 and subsequently worked in corporate finance before joining Dimensional in 1998. Mark is a CPA and a CFA® charter holder with a bachelor’s degree in accounting from Oral Roberts University.
Event Code:SN000926
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| SN000926 MEM | SN000926 MEM | $ |
| SN000926 NM | SN000926 NM | $5 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.