Tax Aspects of Stock Investing 25-26

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

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

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CalCPA (calcpa@calcpa.org). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.