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This webinar provides attendees with an in-depth look at wash sales/section 1091 of the Internal Revenue Code (IRC) and discusses how to identify and treat this taxable event when calculating realized gains & losses on investment portfolios.
Agenda After this course, participants will be able to:
Define the following taxable events: a "rolling" or "chained" wash sale
Identify sublots ("branched" lots) and their adjusted cost bases
Apply the Hanlin v. Commissioner paradigm to identify substantially identical securities
Determine when a contract or option to acquire the originally disposed security triggers a wash sale
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 the 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: Working knowledge of Section 1091 of the IRC.
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