2023 Tax Facts on Investments

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Tax Facts on Investments is your complete source for tax information that relates to investment planning and transactions.

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.

This publication offers:

  • Thousands 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 give concise advice on how to handle real-world issues
  • Having the right tax information helps avoid problems before they become costly mistakes, as well as correct problems when they do occur

New in the 2023 Edition:

  • New questions on the Inflation Reduction Act of 2022, including discussion of the stock buyback tax and when it does or does not apply and the extension of the excess business loss limitation provision through 2028
  • A new set of questions on non-fungible tokens that defines NFTs, when the creator or buyer of a NFT is subject to federal or state taxation, the consequences of an NFT being classified as a collectible and valuation of an NFT for purposes of determining gain or loss on a sale or disposition
  • New discussion of decentralized autonomous organizations and their relationship to non-fungible tokens
  • Information on whether taxpayers are required to report cryptocurrency transactions of $10,000 or more
  • Update on how the nationwide disaster designation remains in place, meaning that opportunity zone businesses are entitled to amend their plans
  • The latest on charitable deductions under the CARES Act

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 live stock and oil and gas
  • Real estate investments
  • Precious metals, collectibles, bitcoins, and NFTs (non-fungible tokens)
  • And More! See the “Table of Contents” section for a full list of topics
Additional Information
SKU 2930023
Publication Date November 18, 2022
ISBN 978-1-954096-76-9
Page Count 804
Author Robert Bloink, Esq., LL.M. and William H. Byrnes, Esq., LL.M., CWM®
Edition 2023
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Robert Bloink

Prof. Robert Bloink worked to put in force in excess of $2 billion of death benefits for the

insurance industry’s producers in the past five years. His insurance practice incorporates

sophisticated wealth-transfer techniques, as well as counseling institutions in the context of their

insurance portfolios and other mortality-based exposures. Prof. Bloink is a professor of tax for

the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of

Law, San Deigo, CA.

Previously, Prof. Bloink served as Senior Attorney in the IRS Office of Chief Counsel, Large

and Mid-Sized Business Division, where he litigated many cases in the US Tax Court, served

as Liaison Counsel for the Offshore Compliance Technical Assistance Program, coordinated

examination programs audit teams on the development of issues for large corporate taxpayers,

and taught continuing education seminars to Senior Revenue Agents involved in Large Case

Exams. In his governmental capacity, Prof. Bloink became recognized as an expert in the

taxation of financial structured products and was responsible for the IRS’s first FSA addressing

variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting

some of the largest corporate tax shelters in the history of the United States.

William H. Byrnes, Esq., LL.M.

William Byrnes is the leader of National Underwriter's Financial Advisory Publications, having been appointed in 2010. He is a professor and an associate dean of Texas A&M University School of Law. He is one of the leading authors and best-selling authors in the professional markets​ with 30 books that have sold in excess of 100,000 copies in print and online, with thousands of online database subscribers. His National Underwriter publications include Tax Facts, Advanced Markets, and Sales Essentials.

Mr. Byrnes held senior positions of international tax for Coopers & Lybrand and has been commissioned and consulted by a number of governments on their tax and fiscal policy. He has served as an operational board member for companies in several industries including fashion, durable medical equipment, office furniture and technology. 

He pioneered online legal education in 1994. In 1998 he developed the first online program to achieve American Bar Association acquiescence. His Master, LL.M. and doctoral programs are leveraged by wealth managers, financial planners and life insurance underwriters.