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Turning Theory to Practice: Investments
IRS Program #: X9QQU-T-00965-23-O
CTEC #: 6257-CE-0143
CE: 2 IRS and 2 CTEC credits
Speaker: Ben Tallman, USTCP, EA
This will be the summation of all the previous investment sessions. Applying the academic theory to real-life scenarios and practice. We will look at examples and case studies that help attendees understand what they have learned. Approximately 30 minutes of the session will address attendees' questions and discussion on their areas of concern.
- Demonstrate investment taxation knowledge through practical application, case studies, and examples
- Understand and apply best practices for determining basis
- Discuss record keeping, especially when basis is not provided (or correct) on the 1099-B
- Demonstrate the forms in practical applications