Taxation of Investments Day 2
Upon completion of this course, the learner will be able to:
·Calculate interest for the investment interest deduction using tracing rules
·Understand the reporting of worthless stock
·Explain the difference between a trader and an investor and the tax advantages accruing to each
·Analyze the tax basis of investment assets that are purchased, gifted, inherited, received in divorce
·Explain the tax treatment of bonds purchased at par, at a premium or at a discount, as well as original issue discount bonds
·Know the special treatment accorded to tax-exempt bonds
·Describe Treasury obligations and their tax treatment
·Recognize the tax treatment of income from these various types of bonds
·Apply netting concept of gains and losses
·Advise clients regarding cryptocurrency investment transactions
*Webinar recorded for replay and available for IRS CE Credit 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
