Tax Reporting Issues for Investment Income for 2024-25 2 Credits
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Nov 21, 11:00 AM
ET
Most individuals receive one or more forms of investment income during the year. Investment income generally takes the form of interest, dividends, or rent and may result from a savings account, certificate of deposit, corporate stock, bond, real estate, or mutual fund.
In this CE Course, we examine the taxation rules for each investment, the reporting procedures for recognizing the income, and the deductibility of the investment interest and expenses incurred by the taxpayer. In addition to the above investment, individuals may have investments in government securities, government marketable securities, below-market loans, mutual funds, or qualified opportunity zone investments. We will also cover the income from these investments, which are subject to taxation at the federal and state levels.
By joining this CE Course, you will gain a comprehensive understanding of how different types of investment income are taxed. More importantly, you will learn the critical reporting and deduction strategies to maximize your financial outcomes. This practical knowledge will not only enhance your financial decision-making but also provide a significant return on your investment in this course.
Major Topics Covered:
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Advance Preparation
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Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
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JB
Great review of investment income reporting. Instructor very good: easy to understand and covered topics appropriately with good examples.
DG
Good learning about different type of investment options. Good speaker and language is understandable. Content is also good.
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