The Examination of Financial Products and Transactions
On-Demand Self-Study
NYSED 1
Instructor
Michael Kramarz
Instructor
Michael
Kramarz
Learning Objectives
Upon completion of this course, you'll be able to:
Understand the structure and role of the IRS Financial Products Specialty group in examining complex financial transactions.
Explore how the IRS approaches the analysis of financial products, including derivatives, structured arrangements, and other sophisticated instruments.
Identify key areas of IRS focus during examinations and learn how to prepare for or respond to inquiries involving financial transaction reporting and compliance.
Major Topics
Structure and role of the IRS Financial Products Specialty group in examining complex financial transactions.
Analysis of financial products, including derivatives, structured arrangements, and other sophisticated instruments.
Areas of IRS focus during examinations and learn how to prepare for or respond to inquiries involving financial transaction reporting and compliance.
CPE Credits Available
NYSED 1
1
Taxation (NYSED) - NYSED
Things to Know About This Course
Course Level
Basic
Professional Area of Focus
Taxation (NYSED)
Prerequisites
None
Advanced Preparation
None
Intended Audience
Tax accountants and tax attorneys who advise on financial transactions
