Tax season takeaways keep on coming

InvestmentNews

Jonathan Gassman, a CPA and personal financial specialist at The Gassman Financial Group, had a client who socked away a large sum of money into three mutual funds near the end of the year, just before the funds distributed their capital gains and declared dividends. “They were only in the funds for a couple of days but still had realized significant income because they got in before the dividend and capital gains,” he said.