Virtual
Tax Aspects of Stock Investing 25-26
Date: Oct. 27, 2025
Time: 8 – 11:30 a.m. PT
Member
$175.00
Nonmember
$229.00
Members, log in to access your discount.
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
Product Code
1000003786-131974
Credit Type
CPE: 4CFP: 4CPE-Technical: 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
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.