Home
0
Home
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Show left panel
Recent Searches
No recent searches found.
Recent Searches
No recent searches found.
Course Details

Online Investing: Evaluating Investment Alternatives (Course Id 878)

Updated / QAS / Registry   Add to Cart 
Author : Danny C Santucci, JD
Status : Production
CPE Credits : 17.5
IRS Credits : 0
Price : $139.95
Passing Score : 70%
Primary Subject-Field Of Study:

Taxes - Taxation for Course Id 878

Description :

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. Over 20 million investors have switched to online investment brokerages. Learn about: investing in Bull and Bear markets, direct investing, investment vehicles for maximum tax savings, risk management, investment evaluation, alternative investments and the impact of global economic factors - all this at the speed of the Internet. This course will explore the use of the Internet in company research, fundamental analysis, technical research and the use of key ratios. Whether you intend to invest yourself or just assist clients in reporting their transactions - this course is a must for the techno-accountant!

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 :
Advance Preparation : None
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE)
Revision Date : 02-Aug-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 - NASBA Registry - 878

Keywords : Taxes, Online, Investing, Evaluating, Investment, Alternatives, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

As a result of studying each assignment, you should be able to meet the objectives listed below each assignment.

ASSIGNMENT SUBJECT
Chapter 1 Online Investing: Evaluating Investment Alternatives

At the start of the course, participants should identify the following topics for study:

    * Investment purposes
    * Investment vehicles & entities
    * Analyzing your present situation
    * Asset allocation risk & return
    * Taxes
    * Developing a financial plan
    * Cash management & savings
    * Asset types
    * Life insurance
    * Investment selection & evaluation strategies
Learning Objectives:

After reading the materials participants will be able to:
    1. Identify advantages of the Internet noting the depth and volume of investment and financial planning information that is available.
    2. Determine what constitutes financial independence using the steps in the mapping process.
    3. Recognize individual personal and financial goals as a mapping tool for financial planning by:
      a. Citing differences between financial goals and purposes noting major investment purposes and retirement myths;
      b. Identifying investment goals in retirement planning including timing, careers, investment philosophies, insurance needs, risk management, and estate planning;
      c. Recognizing resource allocation noting necessary generational changes and identifying investment ownership and those who will be involved in the financial planning process; and
      d. Specifying the tax consequences of title holding methods by identifying ways to hold title and the various types of private retirement plans.
    4. Determine net worth using a balance sheet employing an asset inventory of assets and liabilities to meet financial goals.
    5. Recognize an individuals primary responsibility for the investment planning including necessary self-education and, identify the allocation of financial resources among investments to maximize return and the economic impact of inflation, risk versus return, and income tax planning tactics.
    6. Identify spending habits, determine how to convert an operating loss into an operating surplus, and select a budget to build savings and increase discretionary income.
    7. Specify the development and implementation of a financial plan for retirement by:
      a. Identifying how to manage income to generate and inflation protect cash stating key savings elements;
      b. Determining physical and financial assets naming which assets have more liquidity and citing the potential investment opportunities of real estate;
      c. Specifying stock types that influence potential earnings and the pros and cons of the several bond types;
      d. Locating mutual funds based upon an investors personal objectives and risk tolerance and specifying life insurance types which can become financial planning tools; and
      e. Identifying the mechanics of the Social Security system noting payments subject to Social Security taxes and recognizing the commitment needed to create a successful financial plan.
    8. Identify active and passive strategies associated with purchasing investments.
Course Contents :

Chapter 1 - Online Investing: Evaluating Investment Alternatives

The Internet

Investment Clubs

A Map for Financial Independence

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

Private Retirement Plans

Qualified Corporate Programs

Defined Contribution Plans

Profit Sharing Plan

Money Purchase Pension Plan

Stock Bonus Plan

Employee Stock Ownership Plan

401(k) Plan

Defined Benefit

Defined Benefit Pension

Annuity Plan

SIMPLE Plans

Self-Employed Plans

Individual Retirement Accounts

Roth IRA - 408A

Tax-Deferred Annuities

Mechanics

Types of Deferred Annuity

Fixed Annuity

Variable Annuity

Minimum Investment & Charges

Simplified Employee Pension (SEP) Plan

Analyzing Your Present Situation

Inventory Assets

Cash

Personal Property

Investments

List Liabilities

Analyze Net Worth

Wasting Assets

Liquidity

Cash Reserve

Determining Your Options

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

Section 401(k) Plans

IRAs & Keogh Plans

Municipal Bonds

Low or No Dividends

General Tax Planning Tactics

Developing a Financial Plan

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

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

U.S. Government 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 v. Limited Payment

Modified v. 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

Finding All This on the Internet

Expanded List of Internet Addresses

Acrobat Reader - The Document Download Standard

Art - The medium is the message

Autos & Vehicles

Boalt Hall - My Law School

Books - General Interest

Business - Individual greed is the good of all, Mr. Smith

Calculators - The harmony of numbers

California Culture - The Home of Zorro

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

Huntington Beach - My Home

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

California

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

U.S. Government Documents

Forms

Law Schools & Libraries

Lawyers

Legal Resourses - General

Municipal City Codes

Real Estate

Search

State

California

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 - Tyranny 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

Tech Support

Travel Reservations

Video

Weather & Traffic

 

Glossary

Taxes Course 878 Home: https://www.cpethink.com/tax-cpa-courses
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
Exam completed on .

Do you want to add the course again?