Tax Aspects of Stock Investing 25-26
Webcast Only
4.00 Credits
Member Price $195.00
Non-Member Price $249.00
Overview
Although the long bull market came to an end, the interest in stock investing remains high as younger investors accumulate for retirement and retirees seek to outpace inflation. We’ll explore the most popular stock investment strategies and their taxation, including dividend and capital appreciation strategies, while avoiding the net investment income tax and restrictions on losses and straddles. Companion course: Income Tax Planning For Bond Investments
Highlights
- Active and passive investing
- Dividend-paying stocks, value stocks, and the net investment income tax
- Favorable capital gain strategies and the netting process
- Exchange-traded funds (ETFs), stock options, and straddles
Prerequisites
None
Designed For
CPAs and financial advisors.
Objectives
- Determine the investor's goals, appropriate strategies, and their taxation
- Recognize how dividends, long and short stock sales, ETFs, options, and straddles are taxed
- Identify the government's restrictions on investment strategies designed to reduce risk and extend holding periods
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