ACCT 583A - Asset Management Tax

Credits: 2

This course will provide a basic understanding of common issues related to alternative investment funds, including fund structure, fund investment strategy and investor base. This course will also provide detailed insight into various financial derivatives (including option contracts, notional principal contracts, forward contracts, etc) and how they are commonly used in various investment strategies. Once students understand how the products work, we will analyze the tax consequences of investments in stocks, debt instruments and derivatives. Finally, the students will understand the various tax reporting issues and how taxes will impact the financial statements for investment funds.