Alternative Investments and Taxation: A Comprehensive Guide
Explore alternative investments, their tax implications, and regulatory framework. Master tax strategies for various investment types.
Explore alternative investments, their tax implications, and regulatory framework. Master tax strategies for various investment types.
This course provides a comprehensive overview of alternative investments and their associated tax considerations. It covers the regulatory framework governing alternative investments, their significance in the financial market, and foundational principles of taxation. Students will explore various types of alternative investments, including private equity, hedge funds, virtual currency, and real estate. The course delves into specific tax strategies for real estate investments and addresses advanced topics in alternative investment taxation. It also covers compliance requirements, reporting obligations, and investor protection measures in the context of alternative investments.
Instructors:
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What you'll learn
Understand the regulatory framework governing alternative investments
Explore the significance of alternative investments in the financial market
Grasp foundational principles of taxation, including types of taxes and tax rates
Analyze various types of alternative investments and their characteristics
Understand tax strategies specific to real estate investments
Explore advanced topics in alternative investment taxation
Skills you'll gain
This course includes:
231 Minutes PreRecorded video
6 assignments
Access on Mobile, Tablet, Desktop
FullTime access
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There are 4 modules in this course
This course offers an in-depth exploration of alternative investments and their tax implications. It covers four main areas: introduction to alternative investments and taxation, types of alternative investments, real estate investment tax strategies, and advanced topics in alternative investment taxation. Students will learn about the regulatory framework governing alternative investments and foundational tax concepts. The course explores various types of alternative investments, including private equity, hedge funds, virtual currency, and real estate. It provides detailed insights into tax strategies for real estate investments, covering topics such as depreciation, capital gains, passive loss rules, and 1031 exchanges. The final module addresses advanced tax considerations for alternative investments, including loss harvesting, hedging, and pass-through income reporting.
Course Orientation & Module 1 Intro to Alternative Investments, Taxation, and Regulatory Framework
Module 1 · 3 Hours to complete
Module 2 Alternative Investments: Types and Considerations
Module 2 · 2 Hours to complete
Module 3 Real Estate Alternative Investment Tax Strategies
Module 3 · 2 Hours to complete
Module 4 Advanced Topics in Alternative Investment Taxation & Course Conclusion
Module 4 · 6 Hours to complete
Fee Structure
Payment options
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Instructors
Director of Financial Planning and Associate Clinical Professor at the University of Illinois specializing in alternative investments.
Dr. Craig Lemoine is the Director of Financial Planning and an Associate Clinical Professor at the University of Illinois Urbana-Champaign. He teaches courses focused on alternative investments and financial planning, including "Alternative Investments As We Age: Building Wealth" and "Regulatory Landscape of Alternative Investments." Dr. Lemoine earned his PhD from Texas Tech University in 2013 and holds multiple professional designations, including Certified Financial Planner™ and Master Registered Financial Consultant™. He has a rich background in financial education, having previously served as Executive Director of the Academy for Home Equity in Financial Planning and contributed significantly to the development of financial planning curricula across various programs. His research has been published in reputable journals, and he is actively involved in consulting within the financial services sector.
Instructor at the University of Illinois specializing in alternative investments and taxation.
John Breen is an instructor at the University of Illinois Urbana-Champaign, specializing in finance with a focus on alternative investments. He teaches the course "Alternative Investments and Taxes: Cracking the Code," which explores the complexities of taxation in relation to alternative investment strategies. With a strong background in financial education, Breen is dedicated to equipping students with the knowledge necessary to navigate the evolving landscape of finance and investment.
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