Taxation of Investments Day 1
Upon completion of this course, the learner will be able to:
·Correctly report sales of stocks and mutual funds with necessary adjustments
·Distinguish different types of dividends, nondividend distributions, and payments in lieu·
Explain the taxation of DRIPs·Evaluate reporting of Employee Stock Option Plans
·Comprehend advanced investment concepts such as futures and straddles
*Webinar recorded and available for replay for IRS CE only
Amy M. Wall
,
EA, MBA, NTPI Fellow
Amy M. Wall, EA, MBA, is retired from her private tax practice in Tucson, Arizona, where she worked with individuals, small businesses and S Corporations. Amy now spends her time teaching and writing on taxation. She teaches for several continuing education providers and has been published in a number of tax journals, including NATP’s Tax Pro Journal and Wolters Kluwer Journal of Tax Practice & Procedure. She is the author of Virtual Tax: the taxation of Cryptocurrency; Income Taxes for Real Estate Agents; Divorce and Taxes, and The Parish, a work of fiction about a tax preparer whose nighttime clients aren’t quite what they seem.
Recommended Webinars
Taxation of Investments Day 1
3 IRS CE/ 3 NASBA CPE*
Our best deal is to become a monthly subscriber
