Taxation of Investment Income Mini-Series

This 2-segment Miniseries offers 8 IRS CE credits.

The first 4 hour segment of the series will show how to correctly report sales of stocks and mutual funds with necessary adjustments, distinguish different types of dividends, non-dividend distributions, and payments in lieu. It will explain the taxation of DRIPs and evaluate reporting of Employee Stock Option Plans. Lastly, the webinar explains how to comprehend advanced investment concepts such as futures and straddles.

The second 4 hours segment of the series will show how to calculate interest for the investment interest deduction using tracing rules. The attendee will understand the reporting of worthless stock and be able to explain the difference between a trader and an investor and the tax advantages accruing to each. The webinar will analyze the tax basis of investment assets that are purchased, gifted, inherited, received in divorce and explain the tax treatment of bonds purchased at par, at a premium or at a discount, as well as original issue discount bonds. Upon completion of this series the attendee will know the special treatment accorded to tax-exempt bonds and be able to describe Treasury obligations and their tax treatment. The attendees will also be able to recognize the tax treatment of income from these various types of bonds and apply netting concept of gains and losses. Lastly, the webinar explains how to advise clients regarding cryptocurrency investment transactions.

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