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Tax Smart Investing (4153034C)
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"Learn how to construct diversified investment portfolios that maximize after-tax returns for individuals, families and trusts subject to the net investment income tax or federal estate taxes. Also, you will understand the tax characteristics of various investment vehicles and how to utilize them to your clients' advantage. The course is designed to incorporate multi-generational income and estate tax planning with modern portfolio theory. "

12/8/2015
When: 12/8/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: McNamara, Marty
Contact: April Deneault
801-834-6634


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Learn how to construct diversified investment portfolios that maximize after-tax returns for individuals, families and trusts subject to the net investment income tax or federal estate taxes. Also, you will understand the tax characteristics of various investment vehicles and how to utilize them to your clients' advantage. The course is designed to incorporate multi-generational income and estate tax planning with modern portfolio theory.
 


  Objectives:



Recognize the income and estate tax characteristics of stocks, bonds, annuities, exchange traded funds, mutual funds, separate account managers and limited partnerships.
Determine passive and active investment strategies.
    Identify the fundamentals of risk and return in the context of modern portfolio theory.
Recall modern portfolio theory to prudent investment management principles for fiduciaries.
Determine how to incorporate investment product selection into the context of a client income and estate tax situation.
Recognize the tax implications of different account types and forms of ownership. 
Identify net investment income tax planning opportunities for clients and their heirs.

    
  
  
        
   

Major Subjects:

 


    Modern portfolio theory
    Investment management for fiduciaries
    Net investment income tax
    Federal estate tax planning
    Asset location
  

              

Designed For: CPAs, CFPs, and professionals in public practice and industry advising high income and high net-worth clients, or those seeking to gain a better understanding of tax smart investing concepts. 
 
 

Prerequisite:   General knowledge in individual income and estate taxes, along with a basic understanding of marketable securities, such as stocks and bonds.

Advanced Prep:  None

Speaker: McNamara, Marty

Vendor: CalCPA

Field of Study:      Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym: TXIN

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

 

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