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I am a CPA. I have a tax specialty relevant to mutual fund...

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Question by CJ
Submitted on 5/26/2004
Related FAQ: N/A
Rating: Not yet rated Rate this question: Vote
I am a CPA. I have a tax specialty
relevant to mutual fund and annuity investors.

I would like to provide presentations on behalf of mutual fund and life insurance companies marketing departments to financial planners. These presentations will provide information to enable the investor to enhance tax
deferral and/or tax free savings
for him or herself and for future generations.

The benefit to the mutual fund company
and financial planner is that the money
is kept under management for a longer period.


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