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Quiz: Do You Know These Investment Tax Facts?

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Research shows that tax-efficient financial planning can deliver up to several years of additional portfolio longevity for wealth management clients while improving estate plan efficiency and driving client loyalty.

No surprise, then, that wealth management professionals say tax-efficient investment and income planning are in high demand, especially among the mass affluent and high-net-worth populations. What is less clear is the level of tax expertise advisors bring to the table, as many have traditionally focused on investing and accumulation.

Explore the slideshow to find ThinkAdvisor’s latest Tax Facts Quiz, focused on essential investment tax concepts. Only the tax-savviest can ace the test, but all advisors can benefit from the refresher.

Want more tax-focused insights? Find current and accurate answers to your tax questions with Tax Facts

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