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Ea credits middle
Middle corpnet200707
Self-Study CPE
AREAS OF CONTROVERSY UNDER THE TCJA
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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Cpece webinars
Taxation of Securities During the COVID-19 Downturn

TAXATION OF SECURITIES DURING THE COVID-19 DOWNTURN

Cost $60.00
CPE Credits 3.0 hours
CE Credits 3.0 hours
Course Id# - HURS9-U-00658-20-O
Subject Area Taxes (Federal Tax Update)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The current recession and the likelihood of a W-shaped recovery make tax planning and reporting for investments more challenging than ever. Returns on investments are expected to be highly volatile and tax professionals will need to know how to harvest losses and gains to maximize after-tax returns. The taxation of investments is complex and the rules for taxing different investment vehicles vary widely. This course explains how gains and losses can be managed for tax purposes and provide an overview of the taxation of stock and bond transactions. It also covers investments in master limited partnerships and REITs. The course provides numerous charts and examples to make the concepts easier to follow. The following topics are covered:


  • Loss harvesting

  • Gain harvesting

  • Taxation of Stock Transactions

  • Cash dividends

  • Dividends in kind

  • Stock dividends

  • Stock splits

  • Sales or exchanges of stock

  • Qualified small business stock (IRC §1202)

  • Short sale (IRC §1233)

  • Wash sale rules (IRC §1091

  • Warrants

  • Taxation of Bonds

  • Corporate Bonds

  • U.S. Government Bonds, Notes and Bills

  • Municipal Bonds

  • U.S. Savings Bonds

  • Zero-Coupon Bonds

  • Stripped bonds

  • Mortgage-Backed Securities

  • Real Estate Investment Trusts (REITs)

  • Master Limited Partnerships (MLPs)

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.