Investment Taxation Certification Course

Investment Taxation Certification Course

The following tax certification material is what a tax professional should know to be considered well-learned in investment tax matters. The tax professional who has successfully attained the following knowledge, we believe, will have demonstrated sufficient competence in the taxation of investments.

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In our effort to comply with and support efforts in the improvement of tax professional education and the actual profession, we have created this tax training program for you. In this course you will find information to complex tax concerns on investment in a clear, concise manner as well as pertinent planning points. Upon completion of this investment taxation course, we will issue you a frame-able professional certificate of completion. Tax professionals who have studied well and who successfully complete this taxation of investments course in a diligent manner will be able to prepare tax returns involving investments with confidence.

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List of Topics Exams are cumulative.

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		Topic Name


Part 1		Stocks

Part 2		Options

Part 3		Futures

Part 4		Straddles and Other Transactions

Part 5		Bonds

Part 6		Precious Metals and Collectibles

Part 7		Limited Partnerships

Part 8		S Corporations

Part 9		Real Estate

Part 10		Oil and Gas

Part 11		Equipment Leasing

Mid-Term

Part 12		Cattle

Part 13		Financial Institutions

Part 14		Mutual Funds, Unit Trusts, REITs

Part 15		Limitations of Loss Deductions

Part 16		Deduction of Interest and Expenses

Part 17		Charitable Gifts

Part 18		Intellectual Property

Part 19		Captive Insurance

Part 20		Reverse Mortgages

		Investment Ethics

Final

Evaluation (Please fill one out).