Income Tax Planning for Bond Investments 2024

Monday, November 18, 2024

Webcast or Webinar, Online

3:30 PM - 7:00 PM (opens at 3:00 PM) EST

4Credits

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$159.00 Regular Price

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$209.00 Regular Price

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Course Type: Webcast

Course Code: 24/5124854

Level: Basic

Vendor: California CPA Education Foundation

Field of Study: Taxes

Overview:

Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. This course will explore the changing economic environment, various fixed-income strategies, and their taxation. Companion course: Tax Aspects of Stock Investing 2024

Objectives:

• Determine the investors' goals and the interest-rate and economic outlooks • Recognize how interest income and capital gains from fixed-income securities transactions are taxed • Identify the role fixed-income securities play in a diversified portfolio and how they are taxed at the federal and state-levels

Major Topics:

• Active versus passive investing • Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax • The tax treatment of bonds purchased at a discount or premium • Bond swap and U.S. Savings Bond strategies

Major Topics:

Designed For:

CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.

Prerequisites:

None