Your Clients’ Financial and Estate Planning Decisions
Often Depend on Income Tax Consequences
- - But Are You Aware of Them?
Whether you advise clients with regard to specific investments, or just in general as part of retirement, financial or estate planning, you need to know how their various investments are taxed.
It can be more complex than you might imagine, because there are different income tax rules for different kinds of investments!
Fortunately, you can learn to sort this all out by joining us and nationally renowned CPA, Robert S. Keebler on for an easy to understand, plain English teleconference entitled, “Taxation of Investments”.
You’ll learn how these various investments are income taxed:
- Treasury bills and bonds
- What’s ordinary income and capital gains
- Municipal bonds
- Which are federal and/or state exempt
- When taxed as ordinary income vs. capital gains
- How subject to “AMT”
- Corporate Bonds
- The treatment of purchase at a premium vs. at a discount, including “convertibles”
- Corporate Stock
- Sales vs. exchanges
- “Short sales”
- Real Estate Investment Trusts or “REITs”
- Nontaxable return of capital vs. ordinary income vs. capital gains
- Master Limited Partnerships or “MLPs”
- Tax free distributable cash flow
- The impact of this on gain at sale
- Oil and Gas
- Tangible vs intangible drilling costs
- Privately held Partnerships or other “Disregarded” Entities
- How distributions are taxed
- How they affect gain on sale
- Plus how the Net Investment Income Tax and Passive Activity Rules impact the above!