Webcast: Tax Aspects of Stock Investing 26-27

Overview

Despite the country’s polarized politics and troubled economy, 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