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Alternative Investments and Taxes: Cracking the Code

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Alternative Investments and Taxes: Cracking the Code

Ce cours fait partie de plusieurs programmes.

Instructeurs : Dr. Craig Lemoine

Inclus avec

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

2 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

2 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

Discover the basic regulatory framework governing alternative investments.
Explore alternative investments and their significance in the financial market.
Describe foundational principles of taxation, including the Internal Revenue Code, types of taxation, tax rates, and other elements of taxation.

Compétences que vous acquerrez

Catégorie : Compliance Reporting
Catégorie : Financial Regulation
Catégorie : Private Equity
Catégorie : Financial Regulations
Catégorie : Tax Management
Catégorie : Compliance Management
Catégorie : Real Estate
Catégorie : Due Diligence
Catégorie : Regulatory Compliance
Catégorie : Tax Planning
Catégorie : Tax Compliance
Catégorie : Financial Industry Regulatory Authorities
Catégorie : Financial Market
Catégorie : Regulatory Requirements
Catégorie : Tax Laws
Catégorie : Income Tax
Catégorie : Investments
Catégorie : Investment Management
Catégorie : Tax
Catégorie : Property and Real Estate

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

Évaluations

6 devoirs

Enseigné en Anglais

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Ce cours est disponible dans le cadre de

Lorsque vous vous inscrivez à ce cours, vous devez également sélectionner un programme spécifique.

Apprenez de nouveaux concepts auprès d'experts du secteur
Acquérez une compréhension de base d'un sujet ou d'un outil
Développez des compétences professionnelles avec des projets pratiques
Obtenez un certificat professionnel partageable

Il y a 4 modules dans ce cours

This comprehensive course offers a thorough understanding of alternative investments, encompassing their regulatory framework, taxation aspects, specific investment types, compliance requirements, and reporting obligations. Students will explore the significance of alternative investments in the financial market and gain insights into the basic regulatory framework governing them. The course also covers taxation considerations and planning strategies associated with alternative investments and delves into specific types, their unique characteristics, investment strategies, and applicable tax regulations. Additionally, students will learn about compliance requirements, reporting obligations, due diligence, anti-money laundering regulations, and investor protection in the context of alternative investments.

This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.

In the course orientation, you will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. The second part of this module provides an introduction to alternative investments, introduces foundational tax concepts and provides insight to the regulatory framework governing these practices.

Inclus

15 vidéos5 lectures2 devoirs1 sujet de discussion

15 vidéosTotal 65 minutes

Course Overview3 minutes
Meet Your Instructor | Craig Lemoine2 minutes
Meet Your Instructor | Donovan Sanchez1 minute
Meet Your Instructor | John Breen1 minute
Meet Your Instructor | Allie Elmore2 minutes
Module 1 | Overview 1 minute
What are Alternative Investments? 6 minutes
Significance of Alternative Investments in the Financial Market16 minutes
Introduction to Taxation5 minutes
Types of Taxation4 minutes
Ordinary Income Tax4 minutes
Capital Losses 6 minutes
Income Tax Rates6 minutes
Capital Assets & Capital Gains 5 minutes
Module 1 | Wrap-up1 minute

5 lecturesTotal 90 minutes

Syllabus 10 minutes
Learn More About Flexible Pathways10 minutes
Updating Your Profile10 minutes
IRS Taxable vs. Nontaxable Income10 minutes
Ordinary or Capital Gain or Loss50 minutes

2 devoirsTotal 90 minutes

Orientation Quiz 30 minutes
Module 1 | Knowledge Check60 minutes

1 sujet de discussionTotal 10 minutes

Getting to Know Your Classmates10 minutes

In this module you will explore various types of alternative investments and considers other relevant factors.

Inclus

12 vidéos1 lecture1 devoir

12 vidéosTotal 56 minutes

Module 2 |Overview 1 minute
Private Equity4 minutes
Private Equity Continued1 minute
Private Debt2 minutes
Hedge Funds5 minutes
Hedge Fund Strategies4 minutes
Virtual Currency 7 minutes
Investigate land as an investment (e.g. farmland)14 minutes
Investigate Real Estate Investment Trusts (REIT)6 minutes
Investigate Directly owned vs. partnership, etc.8 minutes
Liquid and Illiquid alternative investment considerations6 minutes
Module 2 | Wrap-up1 minute

1 lectureTotal 6 minutes

Introduction to Alternative Investments6 minutes

1 devoirTotal 60 minutes

Module 2 | Knowledge Check60 minutes

In this module you will dive into real estate investments and their related tax considerations and strategic approaches.

Inclus

13 vidéos3 lectures1 devoir

13 vidéosTotal 67 minutes

Module 3 | Overview 1 minute
Introduction to Depreciation7 minutes
Capital Gains, Losses, and Section 1231 Assets 4 minutes
Passive Loss Rules6 minutes
Real Estate Professionals8 minutes
Section 1250 Gain4 minutes
Introduction to 1031 Exchange6 minutes
Like-Kind Exchanges, Revisited4 minutes
Character of Land Sale Gain12 minutes
Installment Sales4 minutes
Qualified Opportunity Zone Funds6 minutes
Delaware Statutory Trust4 minutes
Module 3 | Wrap-up2 minutes

3 lecturesTotal 30 minutes

544 Sales and Other Dispositions of Assets Chapter 1. Gain or Loss10 minutes
Passive Activity Losses and Credits Limited IRC Section 46910 minutes
I.R.C. Section 1031 10 minutes

1 devoirTotal 60 minutes

Module 3 | Knowledge Check60 minutes

In this module you will investigate alternative investment tax considerations. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

Inclus

17 vidéos8 lectures2 devoirs

17 vidéosTotal 54 minutes

Module 4 | Overview 1 minute
Harvesting Losses and Gains6 minutes
Section 1014 Step Up Basis5 minutes
Hedging and Speculation 6 minutes
Section 1256 Contracts6 minutes
28% Long-Term Capital Gains Rate for Collectibles4 minutes
180 Study5 minutes
Publicly Traded Partnerships3 minutes
Schedule K-1 for Pass-Through Income5 minutes
Module 4 | Wrap-up2 minutes
2025 Update New Deduction for Seniors1 minute
2025 Qualified Tips Deduction2 minutes
2025 Update Annual Overtime Deduction1 minute
2025 Update Personal Car Loan Interest Deduction2 minutes
2025 Opportunity Zone Rule Change1 minute
Course Wrap-up2 minutes
Graduate-Level Learning: Deepening Your Expertise2 minutes

8 lecturesTotal 80 minutes

I.R. C. Section 101410 minutes
New I.R. C. Section 125610 minutes
Schedule K-1 (Form 1065) for 202310 minutes
Interested in Learning More?10 minutes
Course References 10 minutes
Congratulations!10 minutes
Stack Your Coursera Certificate toward Graduate Coursework10 minutes
Getting Your Course Certificate10 minutes

2 devoirsTotal 240 minutes

Module 4 | Knowledge Check60 minutes
Final Assessment180 minutes

Obtenez un certificat professionnel

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Instructeurs

Dr. Craig Lemoine

University of Illinois Urbana-Champaign

13 Cours10 354 apprenants

Offert par

University of Illinois Urbana-Champaign

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Foire Aux Questions

Yes! Although completion of the Coursera course alone is not credit-bearing, it is a required component of a graduate-level Canvas course that can be "stacked" toward advanced credentials such as an academic (transcriptable) graduate certificate or a degree. If you decide to pursue further education, the credits you earn from this course can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.