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Navigating Complex Investment Concepts

2 AFSP, EA, CFP®, CPA, CRTP

Track:

Taxposium

This course explores less common but increasingly relevant investment activities, including options contracts, forex trading, virtual currency transactions, RSUs and restricted stock. Gain the expertise to identify when these advanced activities occur, understand their tax implications and accurately report them on individual tax returns. You’ll also discover valuable resources and guidelines to handle these complex scenarios confidently, ensuring compliance and clarity in your clients’ tax filings.

Objectives

Upon completion of this session, you will be able to:

● Understand and recognize when these advanced investment activities take place

● Report these activities on the individual's tax return

● Easily identify resources and guidelines to assist in reporting these activities

CPE information

Duration: 100 minutes

Course level: Intermediate

Prerequisite: Basic understanding of individual income taxation

Advanced preparation: None

Delivery method: Group Internet-Based



CPE credits
Designation
Field of study
IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

2

CFP®

n/a


Instructor(s)

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Jaye Tritz, EA, CFP®

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