Webcast: Income Tax Planning for Bond Investments 2024
4.0 Credits
Member Price $136.00
Non-Member Price $179.00
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 2024
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
Non-Member Price $179.00
Member Price $136.00