Year-End Stock Strategies for Savvy Investors - 0.2 CPEear end is when smart investing and smart tax planning finally meet. Clients with equity positions are often sitting on unrealized gains, losses, or stock options and the choices they make before December 31 can materially change their tax outcome next year. This course gives you a practical, advisor ready framework for helping clients make those moves confidently and compliantly. Learning Objective Identify key year end stock tax strategies to help

0 changes now impacting retirement planning and reporting

the student will be able to compute debt relief income and exclusions for

and documentation needs using AI

documentation requirements

Advisors who understand these distinctions can help clients preserve wealth

or individuals with cross-border filing obligations

CPE Hours: 16 CPE Credits (Federal Taxation) Accreditation: CTEC

Learn how to move beyond hourly billing and design value-based advisory pricing that’s predictable

you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder)

or documentation can eliminate the exclusion and create costly tax consequences

Future Value Table – Annuity

How to Grow a Tax & Accounting Practice – Course 1: The Myth of the Middle - 0