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Tax Aspects of Stock Investing 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.
 Thu, 08/07/2025 from 11:00 am to 2:30 pm
 Mon, 10/27/2025 from 11:00 am to 2:30 pm
 Mon, 01/26/2026 from 11:00 am to 2:30 pm
 Wed, 04/22/2026 from 11:00 am to 2:30 pm
Designed For:

CPAs and financial advisors.

Prerequisite:

None

Although the long bull market came to an end, the interest in stock investing remains high as younger investors accumulate for retirement and retirees seek to outpace inflation. We'll explore the most popular stock investment strategies and their taxation, including dividend and capital appreciation strategies, while avoiding the net investment income tax and restrictions on losses and straddles. Companion course: Income Tax Planning For Bond Investments

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

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 investor's goals, appropriate strategies, and their taxation
  • Recognize how dividends, long and short stock sales, ETFs, options, and straddles are taxed
  • Identify the government's restrictions on investment strategies designed to reduce risk and extend holding periods

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.