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 Read More >

Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on hot tax topics and industry best practices with tax industry experts.