Virtual
Tax Aspects of Stock Investing 2024
Date: Nov. 18, 2024
Time: 8 – 11:30 a.m. PT
CPE: 4
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.
Companion course: Income Tax Planning For Bond Investments 2024
Product Code
1000002674-124852
Credit Type
CPE: 4CFP: 4CPE-Technical: 4IAR-PP: 4IRS-TX: 4MCLE LS-TX: 3Accessibility
Closed Captioning Available
Intended Audience
CPAs and financial advisors.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
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 GardnerAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.