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Agenda After this course, participants will be able to:
Define the following taxable events: basic wash sales, constructive sales and straddles
Differentiate between chaining and branching
Apply the concept of "substantially identical securities" to wash sales and constructive sales
Identify which specific short sales trigger constructive sales
Interweave cost basis adjustments across different rules in the tax code
Expert Speaker George Michaels,Founder & CEO of G2 FinTech, is an authority on tax analysis of securities transactions. Mr. Michaels shares his subject-matter expertise at industry conferences, and his commentary regularly appears in financial trade and major media publications. He also authors white papers and articles on complex tax issues and industry trends.
Webinar Reviewed by Veteran CPA C. Daniel Stubbs, Jr. CPA is an Assistant Professor and Director, Master of Accountancy in Financial Accounting, Rutgers Business School. Mr. Stubbs is a former member of he Executive Committee on the NYSSCPA Board of Directors and past Executive Secretary of the NY State Board for Public Accountancy.
Live Q & A We save time for your questions.
CPE Credit Webinar attendees can earn 1 CPE credit in the field of Tax.
Who Should Attend?
Advance Preparation None.
Program Level Basic.
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