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2020 Tax Facts on Investments

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Tax Facts on Investments provides clear, concise answers to complex tax questions specifically related to investment planning and transactions for financial advisors & planners; insurance professionals; CPAs; attorneys; estate planners; and more.

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 transactions
  • Practical advice for any professional, including in-house investment planners, CPAs, and financial and estate planners
  • Detailed explanations of the various types of investment products and techniques that are most commonly used by individuals and businesses
  • Practice Points that give concise advice on how to handle real-world issues
  • Tax information to help advisers avoid costly mistakes, as well as correct problems when they do occur

New in the 2020 Edition:


  • Comprehensive discussion of Opportunity Zone investments
  • Updated coverage of deductibility premium payments paid pursuant to divorce and separation agreements
  • Expanded coverage of trust-owned life insurance policies
  • Updated rules for determining compensation for nondiscrimination testing
  • New reporting requirements for employee stock options and restricted stock units
  • Inflation-adjusted numbers for 2020

Topics Covered:

  • Investment products like stocks, bonds, options, and futures
  • Tax implications of investment purchases, sales, and trades
  • Estate and gift tax implications
  • Tax implications of various investment strategies
  • Tax questions related to investments by both individuals and businesses
  • Mutual funds, ETFs, REITs, and Unit Trusts
  • Commodities, such as livestock and oil & gas
  • Real estate investments
  • Precious metals, collectibles, and electronic currency
  • And More! See the “Table of Contents” section for a full list of topics
Additional Information
SKU 2930020
Book Option Print
Publication Date December 19, 2019
ISBN 978-1-949506-81-5
Page Count 792
Author Robert Bloink, Esq., LL.M.; William H. Byrnes, Esq., LL.M., CWM
Edition 2020
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