• Course Information

    Title: Investments: Tax Analysis Using the Internet
    Category: Taxation
    Field of Study: Taxes
    Course Code: T013-0129
    CPE Credits: 10.0
    Price: $69.95
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Description

Description:
All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. The Internet provides an unheard of degree of information on investment and financial planning. It addresses the information needs of those interested in stock and bond investment, life insurance, estate planning, debt management, tax law, and real estate. It provides a powerful and profitable information resource for the investor or financial planner. This course shows the practitioner how to access information-rich tax websites, and emphasis will be given to the substantial speed and cost advantages of the Internet over traditional paper and computer tax services.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: General understanding of federal income taxation.

Advanced Preparation: None

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Course Details

Author: Danny Santucci

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Publication Date: 04/04/2017

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Objectives

Objectives:
Investments: Tax Analysis Using the Internet

Chapter 1:     Introduction
1. Determine the differences between goals & purposes when retirement planning and how to implement strategies to preserve wealth by maintaining buying power.
2. Identify the various cash management strategies and their effectiveness as part of an overall financial plan.
3. Specify categories of assets noting their role in improving investment planning.
4. Recognize the impact of Social Security and insurance in developing a financial plan for retirement.
5. Identify active versus passive investment selection and evaluation strategies and the role each of the techniques can play in a financial plan for retirement.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: Enrolled Agents Program Number 263UK-T-00105-14-S

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