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Tax Analysis of Investments Using the Internet

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes Experience LevelCourse IDCPE CreditsAuthor Basic to Intermediate DS-126 16 Danny Santucci Tax Analysis of Investments Using th ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE General Understanding of Federal Income Taxation Taxes
Experience Level Course ID CPE Credits Author
Basic to Intermediate DS-126 16 Danny Santucci

Tax Analysis of Investments Using the Internet


 Course Description:
Taxes aren't taxes – they are dollars in terms of the net return on investment. 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 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. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return. The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quanitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Who Should Attend:
This program is appropriate for professionals at all organizational levels.

Topics Covered:
* Introduction * Building an Estate * Preserving an Estate * Distribution of an Estate

Learning Objectives:
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.
6. Determine the role income in money management by identifying the various types of income particularly tax-free and tax-deferred income and their impact on financial and retirement planning.
7. Recognize the principles of budgeting and cash management to increase discretionary income by citing budgeting techniques and specifying how to expand financial planning opportunities though the use of savings, deductions, and emergency funds.
8. Identify ways to manage assets using the author’s guidelines for purchasing assts and specify rules for acquiring financial assets that improve investment return and minimize risk.
9. Recognize the tax advantages of accelerating deductions and leveraging the purchase of assets.
10. Recognize the impact of taxes, inflation, and bad spending habits on wealth preservation and a budget to increase discretionary income.
11. Identify the process of taking an asset inventory noting its impact on net worth and variables that impact net worth.
12. Identify the unlimited marital deduction noting its effect on the value and death transfer of property and specify the tax implications of the applicable exclusion amount for estate planning.
13. Recognize stepped-up basis at death and its importance to surviving spouses and heirs.


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