Taxation of Investments: An Overview

Robert Keebler
05/26/22 4 PM EST
CFP® Live CPA IWI IRS EA
Program Id: 247248539
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The taxation of investments is complex and the rules for taxing different entities vary widely. This class provides an overview of the taxation of partnerships and LLCs, C corporations and S corporations with numerous charts and examples to make the concepts easier to follow. The following topics are covered:

  • Publicly Traded Securities
    • Treasuries
    • Municipal Bonds
    • Corporate Bonds and Distributions
    • Stock
    • Real Estate Investment Trusts (REITs)
    • Master Limited Partnerships (MLPs)
    • Oil & Gas
  • Closely Held / Private Investments
    • Taxation of Disregarded Entities
    • Taxation of Partnerships
    • Taxation of C Corporations
    • Taxation of S Corporations
    • Passive Losses

 

This is the first class in a four-class elective course on the taxation of investments.

 
 
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. With three-decades as an educator of tax professionals, Bob a thought leader on personal taxation.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and live CPA CPE credit.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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