Tax Reporting Issues for Non-Bond Investment Income 1 Credit
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Investors receive interest from non-bond investments such as savings bonds, government securities, government marketable securities, below-market loans, related party loans, and mutual funds. Some of the income may be subject to taxation at the federal and state levels.
To receive benefits, an investor must ensure that the requirements under the IRC are met, generally for as long as the bonds remain outstanding. These requirements include but are not limited to, information filing and other requirements related to the issuance, the proper and timely use of bond-financed property, and limitations on how bond proceeds may be invested.
Major topics covered in this course:
Join this CE Tax webinar to understand the taxation rules for recognizing the income from these investments, including the treatment of borrowed funds, margin loan interest, and expense rules.
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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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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JC
Good information. I wasn't very familiar with bonds, especially QOZ, but got a good education from this course.
AS
this webinar is helpful in tax practice for tax planning for the client . thank you
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