Tax Rules for Investments and Employee Benefits 2015

Topics

• Tax rules for stocks and bonds
• Discussion of allowable tax shelters and tax shelter abuse
• Tax rules for real estate investments (real property and real estate investment trusts)
• Tax rules for mutual funds and exchange traded funds (ETFs)
• What employers should know about employment tax treatment of fringe benefits
• Tax rules for gains, losses, and dividends
• Discussion of fringe benefit exclusion and valuation rules
• Taxable employee benefits vs. nontaxable employee benefits
• Employer requirements for reporting, withholding, and depositing taxable fringe benefits

Who should Attend

• Self-employed individuals
• Small business owners
• Payroll personnel
• Individual investors
• Accountants, CPAs, and EAs
• HR personnel
• Any organization with employees or independent contractors who receive benefits
• Accounting personnel
• Company executives and management
• Medium and large companies
• Real estate investors
• Compliance personnel