Checkpoint Learning

Course Detail

Capital Gains and Losses  

CATEGORY: Taxation
  Online & Mobile
9 CPE Credits

This course leads the tax preparer through the wide spectrum of capital transactions encountered by both individual and business tax clients and outlines tax reduction opportunities made possible through lower capital gains rates. It explains which dividends are eligible for the same favorable tax rates that apply to long-term capital gains and covers the tax implications of mortgage debt forgiveness. From stock and mutual fund sales to transactions with personal residences and investment property, this course will clarify the calculations behind gain and loss realization and recognition. This course is most appropriate for the professional with detailed knowledge of capital gains/losses who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.

Add to Cart         Preview

Accreditation Information

Learning objectives

Course outline