Few financial planners appear to be fully embracing the Financial Planning Association’s (FPA’s) latest short-form Statement of Advice (SOA) sample, despite high praise for the FPA leading the way on ...
Hosted on MSN
Investor ask: Can mutual funds in SoA form be gifted without capital gains implications?
I would like clarification on the treatment of mutual funds as capital assets and the implications of gifting them. Specifically, are mutual fund units considered capital assets under the Income Tax ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback