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Income Tax Planning for Bond Investments WEBCAST


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4.0 Credits

Member Price $159.00

Non-Member Price $209.00


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.


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.



Designed For

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


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.






Leader Bios

J. Gardner, Surgent McCoy CPE, LLC

Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City.

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Non-Member Price $209.00

Member Price $159.00