Cart empty

Fast, Easy and Affordable Continuing Education for Accountants!

Our Amazing Sales & Support: 888-479-4574

Tax Analysis of Investments Using the Internet 2017 - 2 CPE Credit Hours

Email
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 enti-ties, and family members.
No image set
$29.95
Download

tax_analysis_of_investments_using_the_internet_2017_2_cpe_fe_na.pdf
Price: No additional charge

Manufacturer: Santucci

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.

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.

Recommended Credits: 2 CPE Hours 

Advanced Preparation: None

Learning Assignment & Objectives

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

ASSIGNMENT

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 investment’s 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.

After studying the materials, answer the exam questions 1 to 10.

Reviews

There are yet no reviews for this product.
Employee Compensation and Benefits 2013 - 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
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 listing the income tax rates for the various tax brackets, quoting the AMT phaseout limits and contribution limits to HSAs, an
Defensive Divorce 2016 - 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 implications 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 Hours
$89.95
NOT AN ONLINE COURSE! NOT ACCEPTED IN TEXAS. 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 Hours
$89.95
NOT AN ONLINE COURSE! NOT ACCEPTED IN TEXAS. 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! NOT ACCEPTED IN TEXAS. 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! NOT ACCEPTED IN TEXAS. 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!
Defensive Divorce 2017 - 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 implications when making decisions such as: (1) When to separate, (2) When to file for the divorce, (3) How to handle child support and alimony,
Defensive Divorce 2018 - 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 implications when making decisions such as: (1) When to separate, (2) When to file for the divorce, (3) How to handle child support and alimony,

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, OK, PA, RI, SD, TX, UT, VT, VA, WA, WI, WY
 
Coming Soon 
NY
 
Coming Soon
NASBA

Testimonials

 
I chose your company because of the price, and I'm certainly happy with that!  I am thankful that there is CPE that is so affordable.  Thanks for responding!
Rebecca CPA
 
 
Thank you. I finish a test when I am in a flight for a business trip so when I log in to your website, I can enter all answers.
Mike CPA
 
 
Wow, an email from a real person and not a pre-written response.  That is very refreshing.  I will be sure to recommend this site to others in my field!
Sharon EA
 

Login Form

If you see "invalid token" please press ctrl+shift+R and then login again. (you can Click Here for an explanation)