Webcast: Income Tax Planning for Bond Investments 26-27

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 current 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 strategies

Prerequisites

None

Designed For

CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.

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