Tax Analysis of Investments Using the Internet - Mini CourseCode: 16-TAOIUI2
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Course description and objectives:
Taxes are not taxes - they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. The tax professional is in a special position to detect a clients need for financial planning. Preparing returns discloses assets, savings, business entities, and family members.
This mini-course explores and analyzes the basic concepts of cash management, budgeting, savings, investment goals and asset selection using a variety of tools found on the Internet. The rapid rise of the Internet as a broad-based and effective investment tool accentuates the practitioners need for Internet familiarity.
After reading the materials, participants will be able to:
1. Contrast investment goals with purposes and implement the distinction in client financial plans by:
a. Assessing the impact of inflation and taxes (versus tax free) on an investment’s rate of return,
b. Identifying methods of cash management and budgeting emphasizing the role of savings in wealth creation, and
c. Comparing corporate and self-employed retirement plans explaining their cost, operation, and application to client needs.
2. List the key financial planning elements in the acquisition and management of investments and name the forms of physical and financial assets pointing out their investment characteristics; and
3. Identify and compare active and passive investment strategies citing situations where they might meet client financial objectives.
Presentation Method: Self-Study
CPE credit: 2 Hours
Program Level: Update
Advance Preparation: None
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase
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American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to: National Registry of CPE Sponsors, 150 Fourth Ave. North, Nashville, TN 37219-2417. Web site: www.nasba.org
NASBA Sponsor number 108096