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  Home > Press Room > Blog> Wash Sales? Straddles? Ask Our TAST Experts this Wednesday at 1:00 pm ET

Consult Resources to learn all about Tax Analysis of Securities Transactions (TAST).

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Wash Sales? Straddles? Ask Our TAST Experts this Wednesday at 1:00 pm ET

Monday, May 18, 2015

Are total return swaps substantially identical to common stock?

Which holding period requirement takes precedence when dealing with multiple tax adjustments on the same tax lot (say a wash sale and a straddle)?

A little over a year ago, these are some of the questions attendees posited during the first presentation of Wash Sales, Constructive Sales & Straddles: A Primer. Read our March 2014 blog entry. This Wednesday, May 20th at 10:00 am PT / 1:00 pm ET we will re-present this complimentary webinar, which features an important overview of tax analysis / accounting of securities transactions (TAST), specifically IRC sections 1091, 1259 and 1092.

We look forward to fielding more questions about tax accounting of investment portfolios. We know that this is an introductory-level webinar with no prerequisites. However, in order to get the most out of this event and take advantage of this opportunity to ask our TAST experts your questions, you might want to check out some of our resources on wash sales, constructive sales and straddles.

If you have lots of time, you can read the different white papers Basic Wash Sales, Constructive Sales, and Tax Implications of Straddles we have written on these taxable events.

If you have only about five minutes to spare, you could visit our YouTube channel and watch a mini tutorial on say, branching (wash sales).

For an overview of each taxable event (definition, examples, history, tax code, concepts, history, etc.) you can visit the Resources pages (wash sales, constructive sales, straddles) we have devoted to these sections of the IRC. These pages contain links to all of our resources on these taxable events.

If you havenít already registered for this complimentary webinar, thereís still time. Click here to register. Donít miss your chance to earn CPE credit!