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Tax Analysis of Investments Using the Internet (Mini)

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-236 2 Danny Santucci Tax Analysis of Investments Using the ...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-236 2 Danny Santucci

Tax Analysis of Investments Using the Internet (Mini)

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. 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 mini-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.

Who Should Attend: CPAs, Enrolled Agents, Registered Tax Preparer, and all other Tax Professionals

Topics Covered:

    • Financial planning
    • Investment goals & purposes
    • Implementing the financial plan
    • Acquisition
    • Managing assets
    • Physical assets
    • Stocks & bonds
    • Mutual funds & life insurance
    • Active investment strategies
    • Passive investment strategies

Learning 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. Specifying the key financial planning elements in the acquisition and management of investments and identify 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.


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