Basic Investment Types, Taxation, and Strategies

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Description

Basic Investment Types, Taxation, and Strategies(1CE)
IRS Program #: X9QQU-T-00961-23-O
CTEC #: 6257-CE-0139
CE: 1 IRS & 1 CTEC credit
Speaker: Beth Logan, EA

This course will explain the common investment income types including bank interest, Treasury interest, dividends, distributed capital gains, capital gains on sales, bonds, and more. While many of these are straight forward from a tax perspective, others have some intricacies. While many clients participate in these, they do not necessarily understand what constitutes income and how it is (or isn’t) taxed.

Learning Objectives:

Explain the investment income types.
Interpret the taxable aspect in a manner that will help your clients understand their return.
Compare taxable and tax-exempt income.
Evaluate the advantages and disadvantages of recognizing savings bond interest as earned.

Contributors

Beth Logan, EA

Beth Logan, EA, is the owner of Kozlog Tax Advisers. Her business provides tax preparation, representation, tax advise, and business consulting for clients throughout the US and globally, focusing on Massachusetts. Logan became an Enrolled Agent in 2013 and has been a member and active participant in MaSEA and NAEA, including two years as MaSEA President and one year as NAEA Education Chair. She has presented many tax classes to Enrolled Agents and laypersons, written numerous articles, and written three books on taxes, including the latest, Divorce and Taxes After Tax Reform. She has two electrical engineering degrees from Georgia Institute of Technology and an MBA from University of Maryland, College Park.