Tax Planning for Investors (4101970C)

Clients are becoming more sophisticated investors and it's essential you keep up. You'll review general stock sales rules and explore a number of the more advanced investment activities that clients are employing. Plus, you'll learn how to help your clients take advantage of the lowest capital gains rate; how to report puts, calls and stock options; all about short sales; techniques to research tax basis; proposed federal changes to the 1099; and more.

• Understand the various kinds of investor techniques.
• Know the tax consequences of various investor strategies.
• Master complex tax planning for investor clients.
• Retain worksheets to use as a practice aid to assist with planning and reporting.
• Add value to client relationships through planning tailored for the investor.

• Structuring the planning engagement
• Interest & dividend planning including below market rate loans
• Mutual fund investor tips
• Planning around capital gains and capital losses
• Worthless securities and investor fraud
• Installment sales
• Puts and calls
• Short sales
• Compensatory stock
• Charitable planning for investors
• Real estate investors
• AMT and investors

CPAs, attorneys and other tax professionals with investor clients who need a better understanding of related tax consequences to increase client planning opportunities.

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To ensure that all credit is properly recorded, please review your personal profile and update your CPA, CFP, CTEC and/or Bar license number(s).