November 20, 2023


4 Total CPE Credits


Webinar (CA): Income Tax Planning For Bond Investments 2023

  • Instructor

    James Gardner

Learning 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

Major Topics

• 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

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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