CPE Online Course Detail


Tax Analysis of Investments Using the Internet

Price :   $19.95
CPE Credits :   2.0
Course Code :   T011-0166
Category :   Taxation
  

Description:
All tax professionals need to know the tax-economics of investing for themselves and their clients. The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. This course explores and analyzes the basic concepts of cash management, budgeting, savings, investment goals and asset selection using a variety of tools found on the Internet. The rapid rise of the Internet as a broad-based and effective investment tool accentuates the practitioner's need for Internet familiarity.


Delivery Method: Online Self Study


Level: Overview


Prerequisites: None


Advanced Preparation: None


Policies: Click here


Author: Danny Santucci


Category: Taxation


Field of Study: NA


Passing Score: 70%


Publication Date: 01/15/2016


For More Detail: Click here



Objectives:
1. Identify investment goals and purposes noting their differences by:
a. Specifying the impact of inflation and taxes (versus tax free) on an investment's rate of return,
b. Determining methods of cash management and budgeting noting the role of savings in wealth creation, and
c. Recognizing corporate and self-employed retirement plans stating their cost, operation, and application to client needs.
2. Specify the key financial planning elements in the acquisition and management of investments and identify the forms of physical and financial assets noting their investment characteristics; and
3. Recognize active and passive investment strategies specifying situations where they might meet client financial objectives.


For More Objectives: Click here


NASBA: Yes


QAS: Yes


CPA: Suitable for all CPAs


IRS: Enrolled Agents Program Number 263UK-T-00141-14-S




© 2016 MasterCPE LLC
7683 SE 27th St., #216
Mercer Island, WA 98040
    

MasterCPE

Continuing Education for Smart Professionals