THE 2024 SEASON PASS INCLUDES THIS COURSE.
Do NOT purchase this course separately if you buy a 2024 PASS.
This webinar details how stock and bond transactions are reported for federal income tax purposes. Topics also include but are not limited to original issue discount, trader status, wash sale loss rules, federal savings bonds, and the investment interest deduction. Tax planning opportunities for investors will also be discussed.
Learning Objectives:
Calculate the gain or loss on the disposition of a stock.
Calculate the gain or loss on the disposition of a bond.
Describe the unique tax features of a federal savings bond.
Explain how an individual qualifies for trader status and the tax benefits of that status.
Education Information
IRS Program Number: NMVBP-T-00275-24-O
Length: 100 minutes plus optional question-and-answer session (no CE)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Online Webinar/Group Internet Based
Field of Study: NASBA Federal Tax Topic; IRS Federal Tax Related Matter
Credit Hours: 2 NASBA CPE / 2 IRS CE
Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about this instructor.
All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.
