WEBINAR: Investment Stock Options - a Deeper Dive
2 Hours Tax (Federal); IRS:
During this webinar we will cover advanced knowledge of investment income taxation. Attendees will leave the program with an understanding of the different types of investment income and how the tax code treats each. It will also address stock options including when and why some are treated as wages and others as investment income.
Learning Objectives
- Understand the different types of investment income source, how they are reported to the taxpayer, and where they are reported on a tax return.
- Know how to distinguish between taxable and tax-exempt income.
- Understand when investment income is subject to ordinary tax rates versus capital gains rates.
- Know how to determine the basis for various investment assets.
- Know how to recommend strategies to reduce taxes on investment income.
- Apply the knowledge gained on real-life tax returns.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 10/26/26 at 1:00 PM EDT
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2.00 (Tax (Federal)) | $59.00 |
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Non-Member
Registration Ends 10/26/26 at 1:00 PM EDT
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2.00 (Tax (Federal)) | $89.00 |
Beth Logan, EA
Beth Logan, EA is a lead Tax Advisor at Kozlog Tax Advisers. She is Past President of the Massachusetts Society of Enrolled Agents, member of the National Association of Enrolled Agents, a graduate of the NAEA Schuldiner/Smollan Leadership Academy (SSLA), and recipient of the 2023 NAEA Excellence in Education Award. Beth is the lead author of the national EA Journals’ BitCoin article, a tax instructor, and author of multiple books on taxes.
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For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352