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.
涵盖的内容
15个视频5篇阅读材料2个作业1个讨论话题
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15个视频•总计65分钟
Course Overview•3分钟
Meet Your Instructor | Craig Lemoine•2分钟
Meet Your Instructor | Donovan Sanchez•1分钟
Meet Your Instructor | John Breen•1分钟
Meet Your Instructor | Allie Elmore•2分钟
Module 1 | Overview •1分钟
What are Alternative Investments? •6分钟
Significance of Alternative Investments in the Financial Market•16分钟
Introduction to Taxation•5分钟
Types of Taxation•4分钟
Ordinary Income Tax•4分钟
Capital Losses •6分钟
Income Tax Rates•6分钟
Capital Assets & Capital Gains •5分钟
Module 1 | Wrap-up•1分钟
5篇阅读材料•总计90分钟
Syllabus •10分钟
Learn More About Flexible Pathways•10分钟
Updating Your Profile•10分钟
IRS Taxable vs. Nontaxable Income•10分钟
Ordinary or Capital Gain or Loss•50分钟
2个作业•总计90分钟
Module 1 | Knowledge Check•60分钟
Orientation Quiz •30分钟
1个讨论话题•总计10分钟
Getting to Know Your Classmates•10分钟
Module 2 | Alternative Investments: Types and Considerations
小时 后完成
单元详情
In this module you will explore various types of alternative investments and considers other relevant factors.
涵盖的内容
12个视频1篇阅读材料1个作业
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12个视频•总计56分钟
Module 2 |Overview •1分钟
Private Equity•4分钟
Private Equity Continued•1分钟
Private Debt•2分钟
Hedge Funds•5分钟
Hedge Fund Strategies•4分钟
Virtual Currency •7分钟
Investigate land as an investment (e.g. farmland)•14分钟
Investigate Real Estate Investment Trusts (REIT)•6分钟
Investigate Directly owned vs. partnership, etc.•8分钟
Liquid and Illiquid alternative investment considerations•6分钟
Module 2 | Wrap-up•1分钟
1篇阅读材料•总计6分钟
Introduction to Alternative Investments•6分钟
1个作业•总计60分钟
Module 2 | Knowledge Check•60分钟
Module 3 | Real Estate Alternative Investment Tax Strategies
小时 后完成
单元详情
In this module you will dive into real estate investments and their related tax considerations and strategic approaches.
涵盖的内容
13个视频3篇阅读材料1个作业
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13个视频•总计67分钟
Module 3 | Overview •1分钟
Introduction to Depreciation•7分钟
Capital Gains, Losses, and Section 1231 Assets •4分钟
Passive Loss Rules•6分钟
Real Estate Professionals•8分钟
Section 1250 Gain•4分钟
Introduction to 1031 Exchange•6分钟
Like-Kind Exchanges, Revisited•4分钟
Character of Land Sale Gain•12分钟
Installment Sales•4分钟
Qualified Opportunity Zone Funds•6分钟
Delaware Statutory Trust•4分钟
Module 3 | Wrap-up•2分钟
3篇阅读材料•总计30分钟
544 Sales and Other Dispositions of Assets Chapter 1. Gain or Loss•10分钟
Passive Activity Losses and Credits Limited IRC Section 469•10分钟
I.R.C. Section 1031 •10分钟
1个作业•总计60分钟
Module 3 | Knowledge Check•60分钟
Module 4 | Advanced Topics in Alternative Investment Taxation & Course Conclusion
小时 后完成
单元详情
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!
涵盖的内容
17个视频8篇阅读材料2个作业
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17个视频•总计54分钟
Module 4 | Overview •1分钟
Harvesting Losses and Gains•6分钟
Section 1014 Step Up Basis•5分钟
Hedging and Speculation •6分钟
Section 1256 Contracts•6分钟
28% Long-Term Capital Gains Rate for Collectibles•4分钟
180 Study•5分钟
Publicly Traded Partnerships•3分钟
Schedule K-1 for Pass-Through Income•5分钟
Module 4 | Wrap-up•2分钟
2025 Update New Deduction for Seniors•1分钟
2025 Qualified Tips Deduction•2分钟
2025 Update Annual Overtime Deduction•1分钟
2025 Update Personal Car Loan Interest Deduction•2分钟
2025 Opportunity Zone Rule Change•1分钟
Course Wrap-up•2分钟
Graduate-Level Learning: Deepening Your Expertise•2分钟
8篇阅读材料•总计80分钟
I.R. C. Section 1014•10分钟
New I.R. C. Section 1256•10分钟
Schedule K-1 (Form 1065) for 2023•10分钟
Interested in Learning More?•10分钟
Course References •10分钟
Congratulations!•10分钟
Stack Your Coursera Certificate toward Graduate Coursework•10分钟
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Can this Coursera course count toward a certificate or degree?
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.
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.