Income Tax Planning for Bond Investments WEBCAST

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.

Highlights

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.

Prerequisites

None.

Designed For

CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents, and professional staff.

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.

Preparation

None.

Notice

None.