Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: t...
5/20/2024 2:30pm - 6:00pm | Online | CalCPA
Members: $159.00, Non-members: $209.00
CPE Categories: Taxation (4 CPE)
Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. This course will explore the changing economic environment, various fixed-income strategies, and their taxation. Companion course: Tax Aspects of Stock Investing 2024
CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.
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