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Taxes
Tax-savvy investment strategies

TAKE THE CE CREDIT QUIZ

 

Michelle Black
Solutions Portfolio Manager
Jeffrey Brooks
Wealth Strategist
April 10, 2019

Whether you’re in a sprint toward April 15 or looking to sharpen your tax strategy long term, this suite of articles will be well worth your time. You’ll learn:

  • Why municipal bonds are looming larger than ever as a tax-advantaged vehicle
  • How 529 savings plans can be used for more than just college tuition
  • Why a diversified tax strategy can be your best defense against future rule changes

Read all four of the articles below, take the CE credit quiz and earn one hour of CE credit for CFP and CIMA designations.


Michelle Black is a solutions portfolio manager with 29 years of investment industry experience (as of 12/31/2023). She holds a bachelor’s in business administration from the University of Southern California. She also holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, is a member of the Investments & Wealth Institute and serves on the CIMA commission.

Jeff Brooks is a wealth strategist with 23 years of industry experience. Prior to joining Capital Group in 2018, he worked at UBS Financial Services and Merrill Lynch/Bank of America. Earlier in his career, Jeff practiced probate, trust and estate law. He earned his law degree from the University of Missouri. He is a member of the Missouri Bar.

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