Speakers: Beth Logan, Chelsea Rustek, and Ben Tallman

Course Description
The Investments Certificate Program offers classes from the basics through advanced knowledge of investment income taxation. Attendees will leave the program with an understanding of the different types of investment income and how the tax code treats each. It will also address stock options including when and why some are treated as wages and others as investment income. Take this certificate program today and be confident in any issue your clients bring to you.

Learning Objectives
Understand the different types of investment income source, how they are reported to the taxpayer, and where they are reported on a tax return.
Know how to distinguish between taxable and tax-exempt income.
Understand when investment income is subject to ordinary tax rates versus capital gains rates.
Know how to determine the basis for various investment assets.
Know how to recommend strategies to reduce taxes on investment income.
Apply the knowledge gained on real-life tax returns.