Format: Online
Prerequisites: None
Level: Basic to Intermediate
CPE Credit: TBD Taxation
Price: Free to Pilot Testers
Course Description:
All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. Over 20 million investors have switched to online investment brokerages. Learn about: investing in Bull and Bear markets, direct investing, investment vehicles for maximum tax savings, risk management, investment evaluation, alternative investments and the impact of global economic factors — all this at the speed of the Internet. This course will explore the use of the Internet in company research, fundamental analysis, technical research and the use of key ratios. Whether you intend to invest yourself or just assist clients in reporting their transactions— this course is a must for the techno-accountant!
OBJECTIVES:
To learn to use the Internet (and other sources) for investment evaluation, company research and investor tax issues.
MAJOR TOPICS:
* Investment purposes & Goals * Investment Vehicles & Entities
* Retirement Plans * Tax Deferred Annuities * Individual Retirement Accounts * Financial Analysis * Asset Allocation * Risk and Return
* Developing a Financial Plan * Types of Financial Assets * Cash Management * Savings Strategies * Real Estate * Stocks and Bonds
* Mutual Funds * Internet Research * Discount Brokerages * Life Insurance * Investment Selection * Fundamental Analysis
Prerequisites: None
Level: Basic to Intermediate
CPE Credit: TBD Taxation
Price: Free to Pilot Testers
Course Description:
All tax professionals need to know the tax-
OBJECTIVES:
To learn to use the Internet (and other sources) for investment evaluation, company research and investor tax issues.
MAJOR TOPICS:
* Investment purposes & Goals * Investment Vehicles & Entities
* Retirement Plans * Tax Deferred Annuities * Individual Retirement Accounts * Financial Analysis * Asset Allocation * Risk and Return
* Developing a Financial Plan * Types of Financial Assets * Cash Management * Savings Strategies * Real Estate * Stocks and Bonds
* Mutual Funds * Internet Research * Discount Brokerages * Life Insurance * Investment Selection * Fundamental Analysis
About the Author
Danny C. Santucci earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California. His legal career was initiated with the business and litigation firm of Edwards, Edwards and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines & Jonas working for many well known celebrities. In 1980, Danny established the law firm of Santucci, Potter and Leanders, in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning.
Danny has been an officer and active member in various organizations including the Glendale Bar Association, Century City Bar Association, Orange County and Los Angeles County Bar Associations, California State Bar Association, Toastmasters and Lions Club. He also avidly supports the American Association for the Advancement of Science. He has been admitted to practice before all California and federal courts including the United States Tax Court and the United States Supreme Court.
Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business and real estate courses. Danny is in demand all across the country as a speaker for all levels of professional and civic organizations and numerous major seminar circuits. The author of 25 texts, Danny speaks to over 2,000 people per month and travels more than 150,000 miles annually. He is listed in "Who's Who in Creative Real Estate" and is admitted to the American Exchangor Hall of Fame. is listed in "Who's Who in Creative Real Estate" and is admitted to the American Exchangor Hall of Fame.
This course has been updated and we are currently in need of pilot testers. You can receive free CPE credit for pilot testing this course.