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Tax Analysis of Investments Using the Internet - Mini Course (Course Id 249)

Updated / QAS / Registry / EA
Author : Danny C Santucci, JD
Status : Production
CPE Credits : 2.0
IRS Credits : 2
Price : $17.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry - IRS Enrolled Agents
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 249

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. The tax professional is in a special position to detect a client's 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 practitioner's need for Internet familiarity.

Usage Rank : 0
Release : 2019
Version : 999
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 : 09-Sep-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 - Technical - NASBA Registry - IRS Enrolled Agents - 249

Keywords : Taxes, Tax, Analysis, Investments, Using, Internet, Mini, Course, cpe, cpa, online course
Learning Objectives :

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


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

    * Financial planning
    * Investment goals & purposes
    * Implementing the financial plan
    * Acquisition
    * Managing assets
    * Physical assets
    * Stocks & bonds
    * Mutual funds & life insurance
    * Active investment strategies
    * Passive investment strategies
Learning Objectives:

††††† After reading the materials, participants will be able to:
    1. Identify investment goals and purposes noting their differences by:
      a. Specifying the impact of inflation and taxes (versus tax free) on an investmentís rate of return,
      b. Determining methods of cash management and budgeting noting the role of savings in wealth creation, and
      c. Recognizing corporate and self-employed retirement plans stating their cost, operation, and application to client needs.
    2. Specifying the key financial planning elements in the acquisition and management of investments and identify forms of physical and financial assets noting their investment characteristics; and
    3. Recognize active and passive investment strategies specifying situations where they might meet client financial objectives.
Course Contents :

Chapter 1 - Tax Analysis of Investments Using the Internet



Financial Planning

Investment Goals & Purposes

Investment Purposes

Purpose #1 - Comfortable Retirement

Purpose #2 - Education

Purpose #3 - Family & Personal Stability

Purpose #4 - Enjoyment of Life

Implementing the Financial Plan

Cash Management

Inflation Warning


Type #1 - Taxable

Type #4 - Tax-sheltered


Rule #1: Expenses - 60%

Rule #2: Taxes - 20%

Rule #3: Savings - 10%

Rule #4: Education - 10%

Rule #5: Keep Your Benefits



Emergency Funds


Programmed Savings

Social Security

Retirement Plans

Basic Types of Corporate Plans

Self-Employed Plans


Individual Retirement Accounts

Roth IRA

Simplified Employee Pension Plans (SEPs)



Doing It with Others -- Investment Clubs

Acquisition - Actually Buying an Investment

Stay Liquid - Be Able To Get Your Money Back

Grow - Make Money on Your Money

Shelter - Get Tax Benefits

Build - Donít Spend Your Benefits

Avoid Linking - Each Investment Must Stand On Itís Own

Analyze - Investigate the Investment

Managing Assets

Rule #1 - Develop Cash Flow

Rule #2 - Learn To Negotiate

Rule #3 - Manage Risk

Investment Loss


Poor Health

Premature Death

Rule #4 - Diversify

Rule #5 - Monitor Assets

Rule #6 - Use Systems

Primary Investment Assets on the Internet

Physical Assets

Real Estate

Residential Housing


Commercial Real Estate

Financial Assets


Stock Groupings

Cyclical Stocks

Defensive Stocks

High Growth Stocks

Interest-Sensitive Stocks

Small Companies

Preferred Stock


Bond Ratings

Standard & Poor

Return & Maturity


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


Types of Life Insurance


Investment Selection & Evaluation Strategies

Active Strategies

Fundamental Analysis

Technical Analysis

Key Ratios Analysis

Price/Earnings (P/E) Multiple

Earnings Per Share


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

Dividend Reinvestment Plans

Passive Strategies

Dow Investing

Asset Allocation Re-Balancing



Taxes Course 249 Home: https://www.cpethink.com/tax-cpa-courses
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