|Author :||Danny C Santucci, JD|
|CPE Credits :||17.5|
|IRS Credits :||0|
|Passing Score :||70%|
|Course Type:||NASBA QAS - Text - Technical - NASBA Registry|
|Primary Subject-Field Of Study:||
Taxes - Taxes for Course Id 878
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|
|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 :||19-Dec-2017|
|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 - Technical - 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 vehicles & entities
* Analyzing your present situation
* Asset allocation – risk & return
* Developing a financial plan
* Cash management & savings
* Asset types
* Life insurance
* Investment selection & evaluation strategies
After reading the materials participants will be able to:
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:
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.
5. Recognize an individual’s 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:
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 investor’s 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.
|Course Contents :||
Chapter 1 - Online Investing: Evaluating Investment Alternatives