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Investment techniques and products are complicated matters that carry their own set of tax issues, and advisers cannot possibly make the thorough and complete assessments that clients depend on without understanding this ever-changing area.Tax Facts on Investments?is your complete source for tax information that relates to investment planning and transactions. Tax Facts helps advisers of all kinds understand the tax implications of the recommendations that they make for their clients. This publication features:Thousands of easy-to-read Q&As that comprehensively cover all aspects of investment planning and investment transactionsPractical advice for any professional, including in-house investment planners, CPAs, and financial and estate plannersDetailed explanations of the various types of investment products and techniques that are most commonly used by individuals and businessesPractice Points that give concise advice on how to handle real-world issuesTax information to help advisers avoid costly mistakes, as well as correct problems when they do occurNew in the 2020 Edition:Comprehensive discussion of Opportunity Zone investmentsUpdated coverage of deductibility premium payments paid pursuant to divorce and separation agreementsExpanded coverage of trust-owned life insurance policiesUpdated rules for determining compensation for nondiscrimination testingNew reporting requirements for employee stock options and restricted stock unitsInflation-adjusted numbers for 2020Topics Covered:Investment products like stocks, bonds, options, and futuresTax implications of investment purchases, sales, and tradesEstate and gift tax implicationsTax implications of various investment strategiesTax questions related to investments by both individuals and businessesMutual funds, ETFs, REITs, and Unit TrustsCommodities, such as livestock and oil & gasReal estate investmentsPrecious metals, collectibles, and electronic currencyAnd More! See the ?Table of Contents? section for a full list of topics
