Tax Analysis of Investments Using the Internet
Taxes aren't taxes – they are dollars in terms of the net return on investment. All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool.

The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge of the client's assets, activities and the tax characteristics of available entities permits investment matching for maximum after-tax return.

The basic tax characteristics of the primary tax entities are explored and analyzed. Their ability to defer, reduce, and eliminate tax is examined. Client goals, purposes and risk tolerances are determined and quantitated using the Sharp ratio. Investments and assets are then evaluated using a variety of tools found on the Internet. Finally, investments and entities are matched to produce the best after-tax return for the client.

Course Publication Date: April 04, 2019

This course is available with NO ADDITIONAL FEE if you have an active self study membership or all access membership or can be purchased for $90.00!

Author:Danny Santucci
Course No:TAX-TAOIUI-5669
Recommended CPE:9.00
Delivery Method:QAS Self Study
Level of Knowledge:Intermediate
Prerequisites:General understanding of federal income taxation
Advanced Preparation:None
Recommended Field of Study:Taxes
Learning Objectives
  • Determine the differences between goals & purposes when retirement planning and how to implement strategies to preserve wealth by maintaining buying power.
  • Identify the various cash management strategies and their effectiveness as part of an overall financial plan.
  • Specify categories of assets noting their role in improving investment planning.
  • Recognize the impact of Social Security and insurance in developing a financial plan for retirement.
  • Identify active versus passive investment selection and evaluation strategies and the role each of the techniques can play in a financial plan for retirement.
  • Determine the role income in money management by identifying the various types of income particularly tax-free and tax-deferred income and their impact on financial and retirement planning.
  • Recognize the principles of budgeting and cash management to increase discretionary income by citing budgeting techniques and specifying how to expand financial planning opportunities through the use of savings, deductions, and emergency funds.
  • Identify ways to manage assets using the author’s guidelines for purchasing assets and specify rules for acquiring financial assets that improve investment return and minimize risk.
  • Recognize the tax advantages of accelerating deductions and leveraging the purchase of assets.
  • Recognize the impact of taxes, inflation, and bad spending habits on wealth preservation and a budget to increase discretionary income.
  • Identify the process of taking an asset inventory noting its impact on net worth and variables that impact net worth.
  • Specify the importance of personal responsibility when it comes to financial planning noting the importance of personal control over finances and recognize the role of asset allocation, risk tolerance, diversification, and tax planning tactics in maximizing investment returns.
  • Identify the unlimited marital deduction noting its effect on the value and death transfer of property and specify the tax implications of the applicable exclusion amount for estate planning.
  • Recognize stepped-up basis at death and its importance to surviving spouses and heirs.
  • Determine primary dispositive plans and identify their effects on estate planning starting with simple wills, identify the various asset types that are included and not included in wills, and specify the various types of trusts and their characteristics noting their advantages and disadvantages relative to estate planning.
  • Recognize the roles of a conservatorship and durable power of attorney play in estate planning and identify the advantages and disadvantages of former private annuities.

CPE Depot Inc. 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:

Sponsor Number: 109423


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