November 20, 2023


4 Total CPE Credits


Webinar (CA): Tax Aspects of Stock Investing 2023

  • Instructor

    James Gardner

Learning Objectives

• Determine the investor's goals, appropriate strategies, and their taxation
• Recognize how dividends, long and short stock sales, ETFs, options, and straddles are taxed
• Identify the government's restrictions on investment strategies designed to reduce risk and extend holding periods

Major Topics

• Active and passive investing
• Dividend-paying stocks and the net investment income tax
• Favorable capital gain strategies and the netting process
• Exchange-traded funds (ETFs), stock options, and straddles

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview



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 and financial advisors.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.