E-Tax Analysis of Investments Using the Internet

E-Tax Analysis of Investments Using the Internet
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Price: $29.99
Credits: 2
Prerequisite: N/A
Level: N/A
Model: MT034
Author: Danny Santucci
Average Rating: Not Rated
Fields of study: Taxes
Format: PDF

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. 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.

This mini-course explores and analyzes the basic concepts of cash management, budgeting, savings, investment goals and asset selection using a variety of tools found on the Internet. The rapid rise of the Internet as a broad-based and effective investment tool accentuates the practitioner's need for Internet familiarity.

Learning Assignment & Objectives

As a result of studying the assigned materials, you should be able to meet the objectives listed below.


At the start of the materials, participants should identify the following topics for study:

* Financial planning

* Investment goals & purposes

* Implementing the financial plan

* Acquisition

* Managing assets

* Physical assets

* Stocks & bonds

* Mutual funds & life insurance

* Active investment strategies

* Passive investment strategies

Learning Objectives

After reading the materials, participants will be able to:

1. Contrast investment goals with purposes and implement the distinction in client financial plans by:

a. Assessing the impact of inflation and taxes (versus tax free) on an investment’s rate of return,

b. Identifying methods of cash management and budgeting emphasizing the role of savings in wealth creation, and

c. Comparing corporate and self-employed retirement plans explaining their cost, operation, and application to client needs.

2. List the key financial planning elements in the acquisition and management of investments and name the forms of physical and financial assets pointing out their investment characteristics; and

3. Identify and compare active and passive investment strategies citing situations where they might meet client financial objectives.




Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants :
Any CPA looking to maintain or enhance their professional competence

Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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