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| Author : | Danny C Santucci, JD |
| Course Length : | Pages: 0 ||| Review Questions: 0 ||| Final Exam Questions: 78 |
| CPE Credits : | 15.5 |
| IRS Credits : | 15 |
| Price : | $122.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - NASBA Registry - IRS Enrolled Agents |
| Technical Designation: | Technical |
| Primary Subject-Field Of Study: | Taxes - Taxes for Course Id 1070 |
| Description : |
Taxes aren't 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. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool.
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| Usage Rank : | 0 |
| Release : | 2016 |
| Version : | 1.0 |
| Prerequisites : | General understanding of federal income taxation. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed |
| Additional Links : |
NetEase Gets Price Target Hike On Blowout Q4 Earnings Stock
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| Advance Preparation : | None. |
| Delivery Method : | Self-Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE) |
| Revision Date : | 14-Jul-2016 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | NASBA QAS - Text - NASBA Registry - IRS Enrolled Agents - 1070 |
| Keywords : | Taxes, Tax, Analysis, Investments, Using, InternetBlowout, cpe, cpa, online course |
| Learning Objectives : |
As a result of studying each assignment, you should be able to meet the objectives listed below each assignment. ASSIGNMENT SUBJECTChapter 1 Introduction At the start of Chapter 1, participants should identify the following topics for study:
* Cash management & savings * Physical assets * Stocks * Bonds * Mutual funds * Life insurance * Social Security * Active investment strategies * Passive investment strategies After reading Chapter 1, participants will be able to:
2. Identify the various cash management strategies and their effectiveness as part of an overall financial plan. 3. Specify categories of assets noting their role in improving investment planning. 4. Recognize the impact of Social Security and insurance in developing a financial plan for retirement. 5. Identify active versus passive investment selection and evaluation strategies and the role each of the techniques can play in a financial plan for retirement. Chapter 2 Building an Estate At the start of Chapter 2, participants should identify the following topics for study:
* Information reporting on taxable income * Rules of budgeting * Cash * Acquisition * Assets * Rules of management * Managing risk * Taxes * Leverage After reading Chapter 2, participants will be able to:
2. Recognize the principles of budgeting and cash management to increase discretionary income by citing budgeting techniques and specifying how to expand financial planning opportunities though the use of savings, deductions, and emergency funds. 3. Identify ways to manage assets using the author’s guidelines for purchasing assts and specify rules for acquiring financial assets that improve investment return and minimize risk. 4. Recognize the tax advantages of accelerating deductions and leveraging the purchase of assets. Chapter 3 Preserving the Estate At the start of Chapter 3, participants should identify the following topics for study:
* Tracking spending * Building savings * Designing a budget * Determining worth * Analyzing net worth * Ignorance * Inflation * Taxes * Tax planning tactics After reading Chapter 3, participants will be able to:
2. Identify the process of taking an asset inventory noting its impact on net worth and variables that impact net worth. 3. Specify the importance of personal responsibility when it comes to financial planning noting the importance of personal control over finances and recognize the role of asset allocation, risk tolerance, diversification, and tax planning tactics in maximizing investment returns. Chapter 4 Distribution of the Estate At the start of Chapter 4, participants should identify the following topics for study:
* Applicable exclusion amount * Stepped-up basis * Basic estate planning goals * Simple will * Types of trusts * Charitable trusts * Insurance trusts * Family documents * Private annuities After reading Chapter 4, participants will be able to:
2. Recognize stepped-up basis at death and its importance to surviving spouses and heirs. 3. Determine primary dispositive plans and identify their effects on estate planning starting with simple wills, identify the various asset types that are included and not included in wills, and specify the various types of trusts and their characteristics noting their advantages and disadvantages relative to estate planning. 4. Recognize the roles of a conservatorship and durable power of attorney play in estate planning and identify the advantages and disadvantages of former private annuities. |
| Course Contents : | Chapter 1 - Introduction The Internet Investment Clubs A Map for Financial Mapping Steps Identifying Your Goals Investment Purposes Purpose #1 - Comfortable Retirement Myths of Retirement Plan For 10 to 15 Retirement Years Stay With One Company to Retire With the Best Benefits Preserve Capital Retirees Are Taxed Less Housing Costs Are Less Just the Spouse and Me Company Insurance & Medicare Will Cover Medical Bills Retirees End Up In a Nursing Home Purpose #2 - Education Purpose #3 - Family & Personal Stability Purpose #4 - Enjoyment of Life Investment Goals Find Your Place in Time “Know Thy Investment Self” Investment Vehicles & Entities Developing a Financial Plan Implementing the Plan Cash Management Inflation Savings Compounding Strategies for Savings Asset Types Physical Assets Liquidity Real Estate Residential Housing Land Commercial Real Estate Financial Assets Stocks Stock Groupings Cyclical Stocks Defensive Stocks High Growth Stocks Interest-Sensitive Stocks Small Companies Preferred Stock Bonds Bond Ratings Standard & Poor Return & Maturity Inflation Callable Bonds Convertible Bonds Zero-Coupon Bonds Interest & Inflation Risk Municipal Bonds Mutual Funds Open-End Versus Closed-End Funds Load vs. No-Load Index Funds Life Insurance Purpose Types of Life Insurance Term Insurance Whole Life (Permanent) Insurance Straight Life vs. Limited Payment Modified vs. Preferred Endowment Insurance Universal Life Charges Premium Payment Variable Life Investment Accounts Taxation Survivor Life Single Premium Whole Life Tax Overview Income Tax Transfer for Value Rule Social Security Earnings Record Payments Exempt from Social Security Social Security Checkup Form SSA-7004 Form SSA-7050 Commitment Investment Selection & Evaluation Strategies Active Strategies Fundamental Analysis Technical Analysis Key Ratios Analysis Price/Earnings (P/E) Multiple Earnings Per Share ROA & ROE Debt to Equity Current Ratio Price-to-Book Value Day Trading Asset Value Investing Contrarian Investing Short-Term Market Timing Long Term Trends Dollar Cost Averaging Passive Strategies Dow Investing Asset Allocation Re-Balancing Chapter 2 - Building the Estate Assets, Income & Cash Income Type #1 - Taxable Information Reporting on Taxable Income Payments Salary & Wages Interest Income Dividends Tax-refunds Gambling Winnings Other Income Known to the IRS Real Estate Transactions Type #2 - Tax-free Type #3 - Tax-Deferred Type #4 - Tax-sheltered Gifts Borrowed Money Gain on Home Sales IRA Rollovers Inheritances Life Insurance Proceeds Property Settlements Child Support Payments Money Recovered For Personal Injuries Workers Compensation Payments Disability Payments Tax Refunds Municipal Bond Interest Vacation Home Rental Children’s Wages Children’s Investment Income Scholarships Budgeting Rule #1: Expenses - 60% Rule #2: Taxes - 20% Rule #3: Savings - 10% Rule #4: Education - 10% Rule #5: Keep Your Benefits Cash Lifestyle Emergency Funds Savings as Deferred Investing How To Save Programmed Savings Tax Savings Joint vs. Separate Returns Purchase of Assets Acquisition Stay Liquid - Be Able To Get Your Money Back Grow - Make Money on Your Money Shelter - Get Tax Benefits Build - Don’t Spend Your Benefits Avoid Linking - Each Investment Must Stand On Its Own Analyze - Investigate the Investment Assets Management Rule #1 - Develop Cash Flow Rule #2 - Learn To Negotiate Rule #3 - Manage Risk Investment Loss Liability Poor Health Premature Death Rule #4 - Diversify Rule #5 - Monitor Assets Rule #6 - Use Systems Taxes & Investment Economics Deductions Now, Taxes Later or Maybe Never Accelerate Deductions Taxes Charitable Contributions Medical Expenses Miscellaneous Expenses Business Expenses Leverage Chapter 3 - Preserving the Estate Four Obstacles to Preservation Spending Habits Track Your Spending Income Expenditures Living Expenses Fixed Variable Credit Card Payments The Bottom Line Converting a Minus into a Plus Build in Savings Adjustments Designing a Budget What Are You Worth? Inventory Assets Cash Personal Property Investments List Liabilities Analyze Net Worth Wasting Assets Liquidity Diversification Cash Reserve Ignorance Taking Control Planning Responsibility Delegation Asset Allocation - Risk & Return Diversification Risk (Fear) Tolerance Timing Quantifying Risk Standard Deviation Price Volatility Rules of Risk Another Fear - The Fear of Failure Correction Courage Inflation Taxes IRAs & Keogh Plans Municipal Bonds Low or No Dividends Tax Planning Tactics Chapter 4 - Distribution of the Estate Unlimited Marital Deduction Outright To Spouse Marital Deduction Trust Qualified Terminable Interest Property Trust Applicable Exclusion Amount Spousal Portability of Unused Exemption Amount - §2010(c)(2) Stepped-up Basis & Modified Carryover Basis Modified Carryover Basis - §1022 Limited Basis Increase for Certain Property 2010 Special Election Basic Estate Planning Goals Primary Dispositive Plans Simple Will Danger for Larger Estates Probate Assets Not Subject to a Will Assets Subject to a Will Trusts Types of Trusts Living Trusts Testamentary Trusts Revocable & Irrevocable Living “A-B” Revocable Trust Living “A-B-C” (QTIP) Trust Impact of Spousal Portability on Trust B under TUIRJCA Charitable Trusts Charitable Remainder Trusts Charitable Income Trusts Insurance Trusts Family Documents Living Will Property Agreement & Inventory Durable Power Of Attorney Power of Attorney for Health Care Conservatorship Funeral Arrangements Anatomical Gifts Private Annuity? Advantages to the Transferor Disadvantages to the Transferor Advantages to the Transferee Disadvantages to the Transferee Regulations Restrict Private Annuity Income Appendix A - Bookmarks Acrobat Reader - The Document Download Standard Art - The medium is the message Autos & Vehicles Boalt Hall - My Books - General Interest Business - Individual greed is the good of all, Mr. Smith Calculators - The harmony of numbers Clip Art, Photos & Sounds College Planning - Knowledge is Power Consumer Rights & Info - Forgive All But Insist on Your Rights Electronic Texts & Books File Conversion Financial - Only Self-Sufficiency Earns the Privilege to Help Others Advice & Commentary Advisor Ratings New folder Buy Hold Sell Recommendations General Reports & Summaries Analysis - Evaluation & Selection Strategies Active Methods - Working the Numbers Passive Methods - Investing on Auto-Pilot Asset Allocation Associations & Groups Brokers Discount On-line Full Service Ratings Budgeting & Managing Debt Calculators Clubs - Just a Sampling Commodities & Futures Derivatives Discussion Groups, Message Boards & Chat DRIPs - Dividend Reinvestment Plans Education FAQs General Glossaries & Dictionaries Tutorials & Guides Financial Planning Insurance - Manage Risk Agencies Calculators Education General Health Legal Property & Liability Quotes Ratings Magazines & Periodicals Market Monitors Market Research & Investigation Annual Reports Annuities Bonds Charts Mutual Funds General Indexed Funds No-Load Numbers, Statistics & Indexes Prospectuses SEC Filings Stocks & Companies Market Simulation Games News - Financial General Mutual Fund News Options Portfolio Trackers Quotes Cusip #s General Historical Real Time Rates Currency Exchange Loan & Savings Real Estate General News Property REITs Risk Tolerance Screeners Food & Diet - You Are What You Eat Fraud Humor & Wit - Don't Confuse Stimulation With Thought Comedy Newspapers Jokes Mark Twain Internet - Guides, Marketing & Information Dictionaries & Reference E-mail Viewers Guides Marketing & Promotion Permanent E-Mail Address Resources Web Page Design Language - The Medium of Abstract Thought Law - Limit the strong in treading upon the weak Asset Protection Books Business Entities Codes & Public Laws Commercial Law & Contracts Divorce & Family Law Forms & Agreements General Eldercare General Issues Medicare & Medicaid Nursing Homes & Living Alternatives Employment & Labor Federal Agencies - General Antitrust Bankruptcy Civil Procedure Constitution Copyright Courts Executive Orders Immigration Patent Pending Legislation Search - Federal Social Security Trademarks Forms Lawyers Legal Resourses - General Real Estate Search State Bar Codes Courts Forms Legislature Search General State Resources Uniform & Model Codes Live Cameras Loans & Mortgages - Don't lend money, it causes amnesia Maps & Directions Medical Music My Web Pages News Search Sites Sources Newsgroups Newsletters Office Utilities - Work Smart Firewalls General Virus Scan Web Calendars & PIMs Web Drives Word Processors Package Tracking Philosophy - Seek the Truth Politics - Tyrany Requires Consent Public Records Real Estate Foreclosure Resources Reference - Its Important to be Correct Dictionaries Encyclopedias Research & Reports Religion - A Voluntary Suspension of Disbelief Retirement Planning - Don't Get Old Without Money Rome - My Heritage - Hail Victory Science - The Triumph of Reason & Knowledge Search - Seek and You Shall Find General Search Sites Meta Search Sites News & Periodical Search Sites People Search Sites Shareware, Freeware & Updates Shopping - Spend Wisely Or Not At All Auctions Computers & Software Coupons Food General Merchandise Music Product Comparison Videos Statistics - Know the Facts Tax - The Ransom for Civilization Accountant & Attorney Locators - Tax Accounting & Legal Associations Applicable Federal Rates Articles Audit Books Calculation California Code - Federal Commentary Congressional Bills & Acts Congressional Committees Congressional Publications Continuing Professional Education (CPE) Courts & Cases Circuit Courts of Appeal Cases Court of Federal Claims Cases General Supreme Court Cases Tax Court Cases Divorce & Family Taxation Employee_Independent Contractor Estate Tax Law & Planning Forms General FASB Federal Register Foreign & International Forms Fraud Health Savings Accounts Investment Taxation IRAs IRS - Announcements IRS - Audit Techniques Guides IRS - Bulletins IRS - General Interest IRS - Notices IRS - PLRs, AOD, etc IRS - Pronouncements by Year IRS - Publications IRS - Revenue Procedures IRS - Revenue Rulings IRS Procedures Libraries Links & Sites Magazines Mailing Lists & Discussion Groups - Taxes News - Taxes Offers in Compromise & Other Tax Problems Payroll Taxes Pending & Recent Legislation Per Diem Allowances Protesters Rates & Tables Regulations Research - Tax Software State Tax Forms State Taxes Income Tax Sales Tax Tax Free Exchanges Tax Subscription Services Valuation - Everything's Price But Nothing's Value Glossary |
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The Charitable Payraise- A Strategy for Better Retirements and Lasting Legacies (Video) (1 Hrs)