Cart empty

Fast, Easy and Affordable Continuing Education for Accountants!

Our Amazing Sales & Support: 888-479-4574

Online Investing: Evaluating Investment Alternatives - 16 CPE Credit Hours

Email
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!
$97.95
Download

Online Investing: Evaluating Investment Alternatives - 16 CPE Online Accounting CPE

online_investing_evaluating_investment_alternatives_fe_na.pdf
Price: No additional charge

Manufacturer: Santucci

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!

 

Completion Deadline & Exam: This course, including the examination, must be completed within one year of the date of purchase. In addition, unless otherwise indicated, no correct or incorrect feedback for any exam question will be provided.

Course Level: Overview. This program is appropriate for professionals at all organizational levels.

Field of Study: Taxes

Prerequisite: General understanding of federal income taxation.

Advanced Preparation: None



Learning Assignments & Objectives

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

ASSIGNMENT SUBJECT

Online Investing: Evaluating Investment Alternatives

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

* Investment purposes

* Investment vehicles & entities

* Analyzing your present situation

* Asset allocation – risk & return

* Taxes

* Developing a financial plan

* Cash management & savings

* Asset types

* Life insurance

* Investment selection & evaluation strategies

Learning Objectives

After reading the materials participants will be able to:

1. Identify at least seven advantages of the Internet noting the depth and volume of investment and financial planning information that is available.

2. Define financial independence using the five major steps in the mapping process.

3. Recognize individual personal and financial goals as a mapping tool for financial planning by:

a. Stating differences between financial goals and purposes, and listing four major investment purposes, and naming eight retirement myths;

b. Identifying investment goals in retirement planning noting timing, careers, investment philosophies, insurance needs, risk management, and estate planning;

c. Recognizing resource allocation including necessary generational changes, identifying investment ownership and naming those who will be involved in the financial planning process; and

d. Listing the tax consequences of title holding methods by identifying nine basic ways to hold title and stating the various types of private retirement plans.

4. Define net worth using a balance sheet, show how to take an asset inventory listing assets and liabilities, and identify where changes may be made to meet financial goals.

5. State an individual’s primary responsibility for the investment planning including necessary self-education, identifying the allocation of financial resources among investments to maximize return, and recognize the economic impact of inflation, risk versus return, and basic income tax planning tactics.

6. Identify spending habits, show how to convert an operating loss into an operating surplus, and select a budget to build savings and increase discretionary income.

7. Illustrate the development and implementation of a financial plan for retirement by:

a. Identifying how to manage income to generate and inflation protect cash stating key savings elements;

b. Defining physical and financial assets naming which assets have more liquidity and stating the potential investment opportunities of real estate;

c. Listing at least six types of stocks that influence the potential earnings andnaming the pros and cons of at least five types of bonds;

d. Locating mutual funds based upon an investor’s personal objectives and risk tolerance and naming the two major types of life insurance that can be used as financial planning tools; and

e. Outlining the Social Security system identifying which payments are subject to Social Security taxes and stating the commitment needed to create a successful financial plan.

8. Name eight active strategies and two passive strategies associated with purchasing investments.

After studying the materials, answer the exam questions 1 to 80.

Notice

 

This course and test have been adapted from materials and information contained in the above text and any supplemental material provided. This course is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional advice and assumes no liability whatsoever in connection with its use. Since laws are constantly changing, and are subject to differing interpretations, we urge you to do additional research and consult appropriate experts before relying on the information contained in this course to render professional advice.

Reviews

There are yet no reviews for this product.
Employer Compensation - 4 CPE Credit Hours
$34.95
After reading the materials, participants will be able to:1. Identify the twenty common-law rules used by the IRS to determine whether a person is an employee for purposes of FICA, FUTA and federal income tax withholding.2. Recognize employee and offi
2012-2013 Easy Update - 3 CPE Credit Hours
$29.95
After reading the materials, participants will be able to:1. Discuss the various issues related to individual income taxes by list-ing the income tax rates for the various tax brackets, quoting the AMT phaseout limits and contribution limits to HSAs, an
1040 Workshop - 40 CPE Credit Hours
$169.95
The sources of federal tax revenue are individual income taxes; Social Security and other payroll taxes; corporate income taxes; excise taxes; and estate and gift taxes.Note: The individual income tax is the major source of federal revenues, fol-lowed c
Defensive Divorce - 24 CPE Credit Hours
$109.95
When someone is going through the trauma of a divorce they often do not realize that there are severe tax implica-tions when making decisions such as:(1) When to separate,(2) When to file for the divorce,(3) How to handle child support and alimony,
The 7 Irrefutable Rules of Small Business Growth - 20 CPE Credit
$89.95
NOT AN ONLINE COURSE! PLEASE SEE DETAILS. Starting a small business and making it a success isn’t easy. In fact, most small business owners don’t get rich and many fail. This book presents the straight truth on small business success.
Social Security, Medicare & Government Pensions - 20 CPE Credit
$89.95
NOT AN ONLINE COURSE! PLEASE SEE DETAILS. Everyone wants to get the highest possible retirement and pension income – not to mention the best medical coverage. Turn to the completely updated 17th edition of Social Security, Medicare & Government Pensions to discover the benefits you're entitled to
Fraud 101 - 20 CPE Credit Hours
$89.95
NOT AN ONLINE COURSE! PLEASE SEE DETAILS. Fraud 101, Third Edition serves as an enlightening tool for you, whether you are a business owner or manager, an accountant, auditor or college student who needs to learn about the nature of fraud. In this invaluable guide, you will discover and better un
Bookkeeping for Nonprofits - 20 CPE Credit Hours
$89.95
NOT AN ONLINE COURSE! PLEASE SEE DETAILS. Bookkeeping for Nonprofits is a hands-on guide that offers nonprofit leaders, managers, and staff the tools they need to create and maintain a complete and accurate set of accounting records. This much-needed resource provides those with little or no book
$129 Unlimited CPE Subscription
$129.00
Take all the CPE you need with our $129 Unlimited CPE Subscription! 365 Days access to all of our CPE courses allows you to get as much CPE Credit as you choose!

Our CPE Is Accepted In:

 
Our CPE is currently accepted in: AL, AK, AZ, CA, CO, CT, DE, GA, ID, IN, IA, KY, ME, MD, MA, MI, MO, MT, NV, NH, NM, ND, OH, OK, PA, RI, SD, TX, UT, VT, VA, WA, WI, WY
 
Coming Soon 
NY
 
Coming Soon
NASBA

Testimonials

 
That was a quick and complete response to my inquiry!!!!! Thank you.
Roger CPA
 
 
I already finished about 80 CPE and passed all the quizzes. Highly Appreciated!
Nael CPA
 
 
Thank you for your quick response.  I can take unlimited courses for up to one year?  That means I can apply some of the courses for this year’s CPE deadline, and take additional courses after that toward my next period deadline!
Kathy CPA
 

Login Form