When will I have access to the lectures and assignments?

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.

What will I get if I subscribe to this Specialization?

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.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Alternative Investments and Taxes: Cracking the Code

Alternative Investments and Taxes: Cracking the Code

This course is part of multiple programs.

Instructors: Dr. Craig Lemoine

Included with

Learn more

4 modules

Gain insight into a topic and learn the fundamentals.

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

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.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

6 assignments

Taught in English

91%

of learners achieved a positive career outcome

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is available as part of

When you enroll in this course, you'll also be asked to select a specific program.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this course

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.

Module details

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.

What's included

15 videos5 readings2 assignments1 discussion prompt

15 videosTotal 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 readingsTotal 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 assignmentsTotal 90 minutes

Module 1 | Knowledge Check60 minutes
Orientation Quiz 30 minutes

1 discussion promptTotal 10 minutes

Getting to Know Your Classmates10 minutes

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

What's included

12 videos1 reading1 assignment

12 videosTotal 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 readingTotal 6 minutes

Introduction to Alternative Investments6 minutes

1 assignmentTotal 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.

What's included

13 videos3 readings1 assignment

13 videosTotal 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 readingsTotal 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 assignmentTotal 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!