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Income Tax Planning for Bond Investments 25-26

 Various
 
4.0
Registration is Open
Member Price
$175.00 Regular Registration
Your Price
$229.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 08/08/2025 from 11:00 am to 2:30 pm
 Tue, 10/28/2025 from 11:00 am to 2:30 pm
 Thu, 01/29/2026 from 11:00 am to 2:30 pm
 Thu, 04/23/2026 from 11:00 am to 2:30 pm
Designed For:

CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.

Prerequisite:

None

Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. This course will explore the changing economic environment, various fixed-income strategies, and their taxation. Companion course: Tax Aspects of Stock Investing

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine the investors' goals and the interest-rate and economic outlooks
  • Recognize how interest income and capital gains from fixed-income securities transactions are taxed
  • Identify the role fixed-income securities play in a diversified portfolio and how they are taxed at the federal and state-levels

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.