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Alternative Investments and Taxes: Cracking the Code

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Alternative Investments and Taxes: Cracking the Code

This course is part of multiple programs.

Instructors: Dr. Craig Lemoine

Included with

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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.

Skills you'll gain

Details to know

Shareable certificate

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Assessments

6 assignments

Taught in English

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This course is available as part of

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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.

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 videos Total 65 minutes

Course Overview 3 minutes
Meet Your Instructor | Craig Lemoine 2 minutes
Meet Your Instructor | Donovan Sanchez 1 minute
Meet Your Instructor | John Breen 1 minute
Meet Your Instructor | Allie Elmore 2 minutes
Module 1 | Overview 1 minute
What are Alternative Investments? 6 minutes
Significance of Alternative Investments in the Financial Market 16 minutes
Introduction to Taxation 5 minutes
Types of Taxation 4 minutes
Ordinary Income Tax 4 minutes
Capital Losses 6 minutes
Income Tax Rates 6 minutes
Capital Assets & Capital Gains 5 minutes
Module 1 | Wrap-up 1 minute

5 readings Total 90 minutes

Syllabus 10 minutes
Learn More About Flexible Pathways 10 minutes
Updating Your Profile 10 minutes
IRS Taxable vs. Nontaxable Income 10 minutes
Ordinary or Capital Gain or Loss 50 minutes

2 assignments Total 90 minutes

Orientation Quiz 30 minutes
Module 1 | Knowledge Check 60 minutes

1 discussion prompt Total 10 minutes

Getting to Know Your Classmates 10 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 videos Total 56 minutes

Module 2 |Overview 1 minute
Private Equity 4 minutes
Private Equity Continued 1 minute
Private Debt 2 minutes
Hedge Funds 5 minutes
Hedge Fund Strategies 4 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 considerations 6 minutes
Module 2 | Wrap-up 1 minute

1 reading Total 6 minutes

Introduction to Alternative Investments 6 minutes

1 assignment Total 60 minutes

Module 2 | Knowledge Check 60 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 videos Total 67 minutes

Module 3 | Overview 1 minute
Introduction to Depreciation 7 minutes
Capital Gains, Losses, and Section 1231 Assets 4 minutes
Passive Loss Rules 6 minutes
Real Estate Professionals 8 minutes
Section 1250 Gain 4 minutes
Introduction to 1031 Exchange 6 minutes
Like-Kind Exchanges, Revisited 4 minutes
Character of Land Sale Gain 12 minutes
Installment Sales 4 minutes
Qualified Opportunity Zone Funds 6 minutes
Delaware Statutory Trust 4 minutes
Module 3 | Wrap-up 2 minutes

3 readings Total 30 minutes

544 Sales and Other Dispositions of Assets Chapter 1. Gain or Loss 10 minutes
Passive Activity Losses and Credits Limited IRC Section 469 10 minutes
I.R.C. Section 1031 10 minutes

1 assignment Total 60 minutes

Module 3 | Knowledge Check 60 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!

What's included

17 videos8 readings2 assignments

17 videos Total 54 minutes

Module 4 | Overview 1 minute
Harvesting Losses and Gains 6 minutes
Section 1014 Step Up Basis 5 minutes
Hedging and Speculation 6 minutes
Section 1256 Contracts 6 minutes
28% Long-Term Capital Gains Rate for Collectibles 4 minutes
180 Study 5 minutes
Publicly Traded Partnerships 3 minutes
Schedule K-1 for Pass-Through Income 5 minutes
Module 4 | Wrap-up 2 minutes
2025 Update New Deduction for Seniors 1 minute
2025 Qualified Tips Deduction 2 minutes
2025 Update Annual Overtime Deduction 1 minute
2025 Update Personal Car Loan Interest Deduction 2 minutes
2025 Opportunity Zone Rule Change 1 minute
Course Wrap-up 2 minutes
Graduate-Level Learning: Deepening Your Expertise 2 minutes

8 readings Total 80 minutes

I.R. C. Section 1014 10 minutes
New I.R. C. Section 1256 10 minutes
Schedule K-1 (Form 1065) for 2023 10 minutes
Interested in Learning More? 10 minutes
Course References 10 minutes
Congratulations! 10 minutes
Stack Your Coursera Certificate toward Graduate Coursework 10 minutes
Getting Your Course Certificate 10 minutes

2 assignments Total 240 minutes

Module 4 | Knowledge Check 60 minutes
Final Assessment 180 minutes

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Instructors

Dr. Craig Lemoine

University of Illinois Urbana-Champaign

11 Courses 8,892 learners

Offered by

University of Illinois Urbana-Champaign

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Frequently asked questions

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.

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.

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.