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Income Tax Planning for Bond Investments 25-26

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Online, ON 00000

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Member Price $175.00

Non-Member Price $229.00

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

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

Preparation

None

Non-Member Price $229.00

Member Price $175.00