Virtual

Income Tax Planning for Bond Investments 2024

Date: Nov. 18, 2024

Time: 12:30 – 4 p.m. PT

CPE: 4

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

Product Code
1000002675-124854
Credit Type
CPE: 4
CFP: 4
CPE-Technical: 4
IAR-PP: 4
IRS-TX: 4
MCLE LS-TX: 3
Accessibility
Closed Captioning Available
Intended Audience
CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None

Learning 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 Subjects

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

Faculty

James Randall Gardner

Randy Gardner is the Founder of Goals Gap Planning, LLC, a personal financial planning firm providing financial education to professionals and individuals and the Director of Education for the Garrett Planning Network. Randy also works as a tax and estate planning attorney with Estate Plan, Inc. Previously, Randy was a Professor of Tax and Estate Planning at the University of Missouri. Randy is the co-author of the books 101 Tax Saving Ideas (...

More about James Randall Gardner

Additional Details

This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.

Income Tax Planning for Bond Investments 2024

Overview

Product Code

Credit Type

Accessibility

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Major Subjects

Faculty

Additional Details