Virtual
Income Tax Planning for Bond Investments 25-26
Date: Aug. 8, 2025
Time: 8 – 11:30 a.m. PT
Member
$175.00
Nonmember
$229.00
Members, log in to access your discount.
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
Product Code
1000003787-131977
Credit Type
CPE: 4CFP: 4CPE-Technical: 4IRS-TX: 4MCLE LS-TX: 3Accessibility
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
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
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.