Monday, July 21 | 1:00 p.m. - 2:40 p.m. | Concurrent Session
Navigating Complex Investment Concepts
2 CPE for AFSP, EA, CFP®, CPA, CRTP
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This course explores less common but increasingly relevant investment activities, including options contracts, forex trading, virtual currency transactions, RSUs and restricted stock. Gain the expertise to identify when these advanced activities occur, understand their tax implications and accurately report them on individual tax returns. You’ll also discover valuable resources and guidelines to handle these complex scenarios confidently, ensuring compliance and clarity in your clients’ tax filings.
Objectives
Upon completion of this session, you will be able to:
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Understand and recognize when these advanced investment activities take place
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Report these activities on the individual's tax return
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Easily identify resources and guidelines to assist in reporting these activities
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CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Basic understanding of individual income taxation
Advanced preparation: None
Delivery method: Group Live
