CPE-eligible webinar “Tax-Aware Investing” to provide attendees with effective methods to improve after-tax investment results.
New York, November 10, 2015 — G2 FinTech, provider of European compliance add-on modules and financial services data warehouse software to the investment management community, today announced its eighth taxable events webinar, “Tax-Aware Investing,” which will be held on Wednesday, November 18th at 10:00 am PT / 1:00 pm ET. The webinar is part of a series of Continuing Professional Education (CPE)-eligible webinars that provides tax practitioners and compliance officers at investment funds and their service providers with up-to-date guidelines on how to accurately perform tax accounting / analyses of securities transactions (TAST). TAST technology is used to help generate book to tax adjustments for end-of-year compliance purposes; in addition, when run during the year, it supports a tax-aware investing strategy.
This live, interactive and complimentary webinar is tailored for tax managers, fund accountants, controllers, CFOs, compliance officers and auditors. Participants will have the opportunity to earn CPE credit*.
An authority on TAST, G2 FinTech Founder, George Michaels, will lead Tax-Aware Investing. Michaels will provide an overview of how intra-year tax reports / tax analyses of securities transactions can alert you to the tax implications of your trades so you can adjust trading activity in order to optimize after-tax results. Michaels will also allow time for a Q&A session to field participant questions.
After this course, participants will be able to:
George Michaels, G2 FinTech Founder commented, “We are excited to host “Tax-Aware Investing.” We believe it will serve as a valuable resource on tax management, which our webinar attendees tell us is important to them. Participants from our last two webinars, "Tax Analysis of Dividends" and “Wash Sales: A Closer Look,” report that they consider the tax treatment of dividends and how wash sales will impact disallowed losses when making trading decisions.”