Intermediate and Advanced Investments

As investment strategies become more sophisticated, tax professionals must navigate increasingly complex reporting rules. This webinar explores advanced investment vehicles and their corresponding tax implications, including option contracts (puts and calls), foreign currency trading, exchange-traded funds (ETFs), and emerging assets such as Bitcoin, cryptocurrency, and other digital assets. It examines the critical distinctions between traders and investors, methods for determining basis in diverse asset classes, and the rules for reporting trades, sales, and associated net investment income tax (NIIT). This webinar equips practitioners to address client questions, ensure compliance, and reduce the risk of IRS scrutiny in an evolving investment landscape.

2 IRS CE/2 CTEC/2 NASBA CPE

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*Self-Study recording not available for NASBA CPE credit.

IRS Program #: 7Q3WU-T-00816-25
CTEC Course #: 6248-CE-00180