Investment Taxation : Practical Tax Strategies for Financial Instruments

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9780071396967: Investment Taxation : Practical Tax Strategies for Financial Instruments

Investment Taxation provides financial professionals with a working knowledge of the myriad investment tax issues that affect their clients, their practices, and themselves. This all-in-one guidebook features thorough analysis of the 2003 tax act and specifically those rules to which individual investors are subject.

Other topics include coverage of the tax consequences of options and other increasingly common vehicles, important alternative minimum tax considerations, and more--all in easy-to-understand language that doesn't overburden readers with highly esoteric details or unimportant technicalities.

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From the Back Cover:

The Only Resource You Need to Understand the Tax Treatment of Stocks, Bonds, Options, and Other Popular Investments

Whether you are a financial professional or an individual investor, Investment Taxation will help you make sense of today's quagmire of investing-related tax laws and regulations. Written in language that can be understood by anyone looking for investment tax assistance, yet informative enough to provide in-depth support and answers to the most knowledgeable CPA, it will provide you with succinct, at-your-fingertips answers to literally hundreds of important investment tax questions.

Investment Taxation gives you the answers you need on topics including:

General Tax Considerations and Concepts

  • Capital gains versus ordinary income
  • Passive activity losses and credits
  • At-risk limitations
  • Investment expenses
  • Alternative minimum tax
  • Tax-exempt investments
  • Special issues for corporate investors

Investments in Stock

  • Dividend taxation
  • Redemption taxation
  • Distributions of stocks and stock rights
  • Redemption rules for related corporations

Investments in Debt Instruments

  • Investing in debt or equity
  • Original issue discount and market discount bonds
  • Variable rate debt instruments
  • Short-term obligations
  • Stripped bonds and coupons

Other Financial instruments and Transactions

  • Options and warrants
  • Mark-to-market
  • Wash sales and short sales
  • Straddles
  • Notional principal contracts
  • Foreign currency dominated instruments

"Investment Taxation serves as a resource for financial planners, attorneys, accountants, brokers, traders, bankers, entrepreneurs, investors, potential investors, and students. Our objective has been to provide a simple, easy-to-understand guide for the taxation of financial instruments. Our wish is for our readers to be more informed and confident of their investment decisions with full knowledge of the associated tax implications."

--From the Introduction

Taxes are an elemental component of any investment, and the manner in which a stock, bond, or other financial vehicle is treated at tax time can often spell the difference between a profit and a loss. In recent years, however, as tax laws and investment environments changed seemingly as often as the seasons, reliable, in-one-place information has become difficult if not impossible to find.

Investment Taxation contains all of today's most up-to-date and essential rules and practices, all in a format that is as easy to read as it is to reference. Whether you are an active investor seeking answers on the tax treatment of particular financial instruments or a financial professional looking to expand your knowledge, this clear and concise book will help you understand:

  • Key investment components of the Internal Revenue Code, including the Jobs and Growth Tax Relief Reconciliation Act of 2003
  • Tax treatment of stock dividends and distributions, bond interest and redemption, options and warrants, and more
  • Techniques for limiting--and in some cases eliminating--the taxes paid on major investment classes
  • Effects of the alternative minimum tax on incentive stock options, tax shelters, and other instruments
  • Definitions of investment losses, and those which do--and do not--qualify for tax deductions

Taxation of gains and losses is an integral aspect of a particular investment. Unfortunately, it is an aspect that is too often ignored until the tax bill comes due. Investment Taxation ensures that you will always have ready access to the vital tax information you need to make advantageous, tax-smart decisions, choices that will maximize your or your client's investment success over both the short and long term.

About the Author:

Arlene Hibschweiler. JD, MBA, is a business lecturer at State University of New York at Buffalo (SUNYAB) and has taught and practiced business law for nearly twenty years. Her work has appeared in a number of professional publications, including Journal of Accountancy, -Taxation for Accountants, Personal Financial Planning, and The CPA Journal.

Marion Kopin, CPA, MBA, MS Taxation, is a partner at Bechtel, Kopin & Co., where she provides tax planning and preparation advice for individuals and entities. She has more than two decades of experience and is a frequent contributor to professional publications including Journal of Accountancy, Practical Tax Strategies, and Taxation for Accountants.

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Hibschweiler, Arlene M., Kopin, Marion
Editorial: McGraw-Hill (2003)
ISBN 10: 0071396969 ISBN 13: 9780071396967
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