Demystifying Taxation and Reporting Procedures for Client Bond Portfolios

Are you ready for the webinar? 
Ensure you have your individual sign-on link handy.  

Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. 

Check your calendar: You can also find your individual sign-on link within the downloadable calendar invite for the webinar. 

Still can’t find it or something not right? Reach out to us directly as members@kitces.com and we can assist you. 

Financial advisors often include bonds in client investment portfolios, whether in the form of individual bonds or bond funds. However, bond taxation can be complicated, with different rules based on the way a bond is purchased, the bond type, and the circumstances under which it is sold.  

In this Kitces Monthly webinar, Tim Steffen, CPA/PFS, CFP®, CPWA® demystifies taxation rules on bonds that can be easily overlooked, such as the tax treatment on bonds purchased on the Original Issue Date versus bonds purchased later on the secondary market, how the taxation of interest income differs across different bond types, and how bond funds are taxed. For each unique bond scenario, Tim will share options for how applicable taxes on bonds can be reported and review the forms used for tax reporting.

In this webinar, advisors will learn:
- The range of bond types available for advisors and their clients and the different methods for purchasing them
- How to decipher the common tax forms clients will receive throughout bond ownership
- The taxation of different types of bonds during ownership, when sold, and at maturity

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1 Credit
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 50 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 50 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 50 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 50 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.