Tax Aspects of Stock Investing 25-26
4.00 Credits
Member Price $175
Non-Member Price $265
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 straddlesPrerequisites
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 periodsPreparation
None
Leader(s):
- James Gardner, CalCPA Webcasts
Non-Member Price $265
Member Price $175