CPE-eligible webinar “Tax Analysis of Dividends” to provide best practice guidelines on compliance with relevant sections of the Internal Revenue Code (IRC)
New York, June 24, 2015 — G2 FinTech, provider of tax analysis and compliance software for the investment management community, today announced its sixth webinar, Tax Analysis of Dividends, which will be held on Wednesday, July 15th 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 analyses of securities transactions (TAST), a complex and costly part of generating book to tax adjustments.
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 CEO and Founder, George Michaels, will lead Tax Analysis of Dividends. Michaels will provide an overview of IRC rules pertaining to Qualified Dividends (IRC § 1(h)(11)), Dividends Received Deductions (IRC § 243) and Short Dividends (IRC §263(h)). He will use examples of securities transactions to show how to compute the tax status of a dividend. Michaels will also allow time for a Q&A session during which he and Daniel Tilkin, G2 FinTech Senior Tax Analyst & Software Engineering Team Lead, will field participant questions.
After this course, participants will be able to:
To register for the webinar or for more details, visit:
- Determine if and when a dividend becomes qualified (QDI)
- Determine whether a dividend is eligible for the Dividends Received Deduction (DRD)
- Identify risk offsets and calculate date adjustments for QDI and DRD
- Calculate the tax status of a dividend paid through a short position (263-h)
Brian Roberti, G2 FinTech President commented, “This webinar on dividend analysis is another way for us to continue to share our knowledge and expertise on tax accounting of investment portfolios. It complements our QDI, DRD and Short Dividends online landing pages that provide a comprehensive overview of these sections of the IRC, including definitions, examples, key concepts and links to additional resources. Our Qualified Dividend Income white paper discusses the interaction of constructive sales and straddles on dividends and how to determine whether or not a dividend qualifies for a lower tax rate.”