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
Prerequisites: General understanding of federal income taxation.
Advanced Preparation: None
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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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