Income Tax Planning for Bond Investments 25-26
4.00 Credits
Member Price $175
Non-Member Price $265
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 strategiesPrerequisites
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-levelsPreparation
None
Leader(s):
- James Gardner, CalCPA Webcasts
Non-Member Price $265
Member Price $175