Income Tax Planning for Bond Investments 25-26

Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: t...

4/23/2026 10:00am - 1:30pm  |  Online  |  CalCPA

Members: $175.00, Non-members: $229.00

CPE Categories: Taxation (4 CPE)


Description

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

Target Audience

CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.

Course Objectives

  • Determine the investors' goals and the interest-rate and economic outlooks • Recognize how interest income and capital gains from fixed-income securities transactions are taxed • Identify the role fixed-income securities play in a diversified portfolio and how they are taxed at the federal and state-levels

Subjects

  • Active versus passive investing • Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax • The tax treatment of bonds purchased at a discount or premium • Bond swap and U.S. Savings Bond strategies