Income Tax Planning for Bond Investments 25-26
Webcast Only
4.00 Credits
Member Price $195.00
Non-Member Price $249.00
Overview
Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. This course will explore the changing economic environment, various fixed-income strategies, and their taxation. Companion course: Tax Aspects of Stock Investing
Highlights
- Active versus passive investing
- Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax
- The tax treatment of bonds purchased at a discount or premium
- Bond swap and U.S. Savings Bond strategies
Prerequisites
None
Designed For
CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.
Objectives
- Determine the investors' goals and the interest-rate and economic outlooks
- Recognize how interest income and capital gains from fixed-income securities transactions are taxed
- Identify the role fixed-income securities play in a diversified portfolio and how they are taxed at the federal and state-levels
Preparation
None
Leader(s):
Leader Bios
James Gardner, CalCPA Education Foundation
Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a Professor of Tax and Financial Planning and Director of the Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books, The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. In 1997, the Missouri Society of CPAs recognized him as Educator of the Year. Professor Gardner has worked with hundreds of clients as a CPA and estate-planning attorney in Kansas and California. He serves on the Editorial Board of The Journal of Financial Planning and is a former member of the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.
Non-Member Price $249.00
Member Price $195.00