Compass Tax Educators

This webinar details how stock and bond transactions are reported for federal income tax purposes. Topics also include but are not limited to original issue discount, trader status, wash sale loss rules, federal savings bonds, and the investment interest deduction. Tax planning opportunities for investors will also be discussed.

Learning Objectives

• Calculate the gain or loss on the disposition of a stock.
• Calculate the gain or loss on the disposition of a bond.
• Describe the unique tax features of a federal savings bond.
• Explain how an individual qualifies for trader status and the tax benefits of that status.

Education Information
IRS Program Number: NMVBP-T-00275-24-S
Credit hours: 2 NASBA CPE / 2 IRS CE
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)

Information can be found quickly by searching key terms in the text/PowerPoint using the built-in search feature.

Course expires one year after purchase.

Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.

Refund Policy
There are no refunds for on-demand webinars, but if you experience technical difficulties while viewing a webinar, contact us to resolve the issue. Click here for more information regarding our refund, education and complaint policies.