Complimentary for Members

On-Demand Self-Study


The Examination of Financial Products and Transactions - 06/01/2025

On-Demand Self-Study

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

0
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

Provider

Foundation for Accounting Education

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