Tax Aspects of Stock Investing 2024

Monday, November 18, 2024
Webcast or Webinar, Online
11:00AM - 2:30 PM (opens at 10:30AM) EST
4Credits

Registration is Open

Members
$159.00 Regular Price
Non-Members
$209.00 Regular Price

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$80.00 Members / $112.00 Non-Members
Course Type: Webcast
Course Code: 24/4124852
Level: Overview
Vendor: California CPA Education Foundation
Field of Study: Taxes

Overview:

Although the long bull market came to an end, 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 2024

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

Major Topics:

• 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

Major Topics:

• 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

Designed For:

CPAs and financial advisors.

Prerequisites:

None