Tax Aspects of Stock Investing WEBCAST
Overview
Although the long bull market came to an end, the interest in stock investing remains high as younger investors accumulate for retirement and retirees seek to outpace inflation. We’ll explore the most popular stock investment strategies and their taxation, including dividend and capital appreciation strategies, while avoiding the net investment income tax and restrictions on losses and straddles
Highlights
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds (ETFs), stock options, and straddles.
Prerequisites
None.
Designed For
CPAs and financial advisors.
Objectives
Determine the investor’s goals, appropriate strategies, and their taxation. Recognize how dividends, long and short stock sales, ETFs, options, and straddles are taxed. Identify the government’s restrictions on investment strategies designed to reduce risk and extend holding periods.
Preparation
None.
Notice
None.
Leader(s):
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.
Non-Member Price $209.00
Member Price $159.00